News

Nvidia’s China deal controversy puts US officials on their back feet

Nvidia was blindsided earlier this year when the US government enacted tougher restrictions on selling artificial ...

Nvidia and AMD will give US 15% of China sales. But Chinese state media warns about their chips

Nvidia and AMD have agreed to pay the US government 15% of their revenues from semiconductor sales to China in exchange for ...

What to Know About Trump’s Nvidia Deal and China’s Response

Trump said Monday that he has cut a deal with chipmaker Nvidia, allowing it to sell certain artificial intelligence chips to ...

Why Nvidia and AMD’s China pay-to-play deal with Trump could backfire

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

What Trump's Nvidia and AMD China deal means for the world

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

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.
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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 ...

Why this is a must-watch in Nvidia's earnings report

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...