News

Insatiable” AI demand and revenue opportunities from China are leading analysts to raise their price targets as Nvidia ...
Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.
Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.
Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...
Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...
Nvidia’s H20 AI chip has been at the center of U.S.-China trade negotiations for months. Raffaele Huang and Robbie Whelan ...
Authorities have summoned domestic companies like Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking ...
Nvidia can sell its AI chips in China, and hyperscalers are spending more heavily on data center infrastructure than Wall ...