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Wall Street Analysts Expect This Popular AI Stock Could Face Challenges Ahead

Nvidia's a terrific company, but it faces near-term challenges in China -- and there's a terribly high price tag on Nvidia stock.

China Will Shield Nvidia From AI Bubble: Q2 Earnings Preview

Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth catalysts. Click for my NVDA earnings preview.

Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume sales to China.

DeepSeek hints latest model will be supported by China’s ‘next generation’ homegrown AI chips

Chinese artificial intelligence startup DeepSeek has hinted that China will soon have homegrown "next generation" chips to support its AI development.
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Samsung offered HBM3E for NVIDIA H20 AI GPU at prices 20-30% lower than competitor SK hynix

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 AI GPU.

OpenAI CEO Sam Altman says that export controls alone won’t hold back China's AI ambitions — “My instinct is that doesn’t work”

Sam Altman has cautioned against the use of export controls and has warned that China can probably build inference capacity faster than the U.S..
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