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China News

Nvidia, AMD China AI Deal a ‘Bullish Catalyst’ for Big Tech

Cs news7 months ago02 mins

Aug 14 – Wedbush is calling it a bullish sign for the AI sector. Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) are reportedly getting the green light to sell AI chips in China, provided they hand over 15% of profits to the U.S. government. According to sources, Nvidia will share revenue from its H20 AI…

World News

Nvidia’s B200 Supply Can’t Keep Up

Cs news9 months ago02 mins

Nvidia’s(NASDAQ:NVDA) B200 GPUs are selling faster than the company can make them. Wedbush’s Matt Bryson and Antoine Legault spent a couple of weeks in Asia and came back saying B200s are perpetually back-orderedeven though Nvidia is cranking up production. Interestingly, they’re prioritizing GB200s for the likes of supercomputing outfits, cloud builders and sovereign data centers,…