News

Nvidia earnings face high bar on data-center demand, China deal

China is an important market for Nvidia, generating $17.1 billion in fiscal 2025 revenue, or 13.1% of total revenue. However, ...

Nvidia's China Export: Buy The Rumor And Sell The News (Rating Downgrade)

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

China tells Alibaba, ByteDance to justify purchases of Nvidia AI chips

Trump said on Monday that he might allow Nvidia to sell a more advanced artificial intelligence chip in China based on the ...

China cautions tech firms over Nvidia H20 AI chip purchases, sources say

Authorities have summoned domestic companies like Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking ...

Nvidia Stock Investors Just Got Good News From President Trump and Wall Street

Nvidia can sell its AI chips in China, and hyperscalers are spending more heavily on data center infrastructure than Wall ...

Nvidia's China market could be worth $56 billion next year, says Piper Sandler's Harsh Kumar

Harsh Kumar, Piper Sandler senior research analyst, joins 'The Exchange' to discuss if policy changes for Nvidia mean a lot ...

AI Weekly: Nvidia's future in China and $1 AI offers

From Nvidia possibly getting the green light for next-gen chip sales in China, to a $1 AI deal, we round up the week's big ...

Trump designed the Nvidia revenue share idea: Bessent

Speaking on Bloomberg Television, Treasury Secretary said President Donald Trump was the designer of the agreement that ...