News

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’s Nvidia challenger Cambricon to raise US$560 million for AI chip development

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

Prediction: Nvidia's New China Deal Will Be a Game-Changer. Here's Why

Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...

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, 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 ...

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's AI Expansion Could Push Revenue To $300 Billion By 2026, Analyst Says

Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...

NVIDIA (NVDA) Poised for More Upside With AI and China Tailwinds

NVIDIA Corporation (NASDAQ:NVDA) is one of the Must-Watch AI Stocks on Wall Street. On August 13, Mizuho analyst Vijay Rakesh ...

China mandates more domestic AI chips for data centres to cut reliance on Nvidia

In 2023 and 2024, more than 500 new data centre projects were announced across the country, in places such as Inner Mongolia ...