The US government is said to be considering allowing Nvidia to sell its H200 AI chips to China. Photo: Shutterstock Images

    China’s Nvidia challengers set for bumper IPOs amid tech self-sufficiency drive

    China’s Nvidia challengers Moore Threads and MetaX are set for their hotly anticipated market debuts, driven by investor excitement over domestic demand for home-grown graphics processing units (GPUs) amid Beijing’s tech self-sufficiency drive. Moore Threads opened a subscription lottery last week at 114.28 yuan per share, the highest pricing among A-share listings this year, and…

    Read More
    What to watch this week

    What to watch this week

    As November wraps up, a holiday-shortened week of trading, courtesy of Thanksgiving Day and Black Friday, will greet investors who continue to wrestle with the fallout from Nvidia’s (NVDA) blockbuster earnings report alongside flagging confidence in the overall AI-driven market. On Friday, markets capped a roller-coaster week with daily gains but weekly losses, as the…

    Read More
    Trump Administration Ponders Allowing Nvidia To Trade H200 AI Chips With China

    Trump Administration Ponders Allowing Nvidia To Trade H200 AI Chips With China

    President Donald Trump’s administration is reportedly contemplating the possibility of permitting Nvidia Corp. (NASDAQ:NVDA) to trade its H200 artificial intelligence chips with China. What Happened: According to a report, the Trump administration’s internal discussions indicate a significant deviation from its previous stance on semiconductor export controls. However, this potential move remains a subject of debate, with no final decision…

    Read More
    The Economic Times

    US mulls letting Nvidia sell H200 chips to China

    The Trump administration is considering greenlighting sales of Nvidia‘s H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced US technology to China. The Commerce Department, which oversees US export controls, is reviewing a change to its policy of barring sales of such…

    Read More
    Nvidia turns negative after Ray Dalio warns the latest market boom is a 'big bubble with big wealth gaps' poised for a politically explosive bust

    Nvidia turns negative after Ray Dalio warns the latest market boom is a ‘big bubble with big wealth gaps’ poised for a politically explosive bust

    The stock market’s early rally fizzled by the afternoon, with the S&P 500 swinging from a nearly 2% gain to a slight selloff by midday. Nvidia, which initially jumped after reporting strong earnings, reversed 1% into the red along with the rest of the megacap AI trade. The broader market mood wasn’t helped by mixed…

    Read More