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.

Q&A: Why China Is Discouraging Its Firms From Buying Nvidia H20 Chips

Nvidia’s H20 AI chip has been at the center of U.S.-China trade negotiations for months. Raffaele Huang and Robbie Whelan ...

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 (NVDA) Keeps China Market Access at a Cost, Wedbush Calls It a Smart Trade-Off

Nvidia Corporation (NASDAQ: NVDA) is one of the best big tech stocks to buy right now. The company again came under the radar ...

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 ...