Shares of Nvidia (NVDA) rose on Monday following a report that the Trump administration is preparing to greenlight the sale of the company’s more powerful H200 chips to China. Trump previously lifted restrictions on the sale of Nvidia’s China-specific H20 AI chips, which have less processing capacity than the H200, to the country, but China…
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…
There’s a fascinating game of technological chess playing out in the semiconductor world. First it was the TPU vs GPU conversation, as it came to light that Meta will be spending a significant amount of money to buy Google’s Tensor Processing Units for its AI deployments, that a direct competition to Nvidia’s graphics processing unit…
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…
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…
(Bloomberg) — Wall Street thought blowout earnings from Nvidia Corp (NVDA) would calm investors’ nerves about a bubble forming in artificial intelligence stocks. They didn’t. Most Read from Bloomberg So where does the AI trade stand now? It depends who you ask. On one side you have the skeptics. They’re concerned about soaring market valuations…
Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider. “The market did not appreciate our incredible quarter,” Huang said…
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…
The US is reportedly considering allowing Nvidia to sell its H200 AI chips in China. A report by the news agency Reuters cited sources familiar with the matter to claim that his potential policy change follows a recent bilateral agreement between the US and China. The Commerce Department, which manages US export controls, is reviewing…
The markets are volatile—and Wall Street’s most reliable barometer of panic has surged to levels not seen since April, when President Donald Trump’s sweeping “Liberation Day” tariffs triggered a global market meltdown. The Cboe Volatility Index, known as the VIX, peaked at 27.8 on Thursday and closed the day around 26.3—its highest point since the…