59 h. ago Nvidia's China Revenue Constraints Don't Negate The Bull Case (NASDAQ:NVDA)

Nvidia's China Revenue Constraints Don't Negate The Bull Case (NASDAQ:NVDA)  Seeking Alpha

Politics

63 h. ago China's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is Happening

China's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is Happening  Yahoo Finance

Politics

3 d. ago Chinese firms still want Nvidia chips despite Beijing concerns: sources

Alibaba Group Holding, ByteDance and other Chinese tech firms remained keen on Nvidia’s artificial intelligence chips despite regulators in Beijing strongly discouraging them from such purchases, four people with knowledge of procurement discussions said. They wanted reassurance that their orders of Nvidia’s H20 model, which the US firm in July regained permission to sell in China, were being processed, and were closely monitoring Nvidia’s plans for a more powerful chip, tentatively named the...

Politics

3 d. ago Nvidia: Bulls Ignore Valuation, Bears Ignore China (NASDAQ:NVDA)

Nvidia: Bulls Ignore Valuation, Bears Ignore China (NASDAQ:NVDA)  Seeking Alpha

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3 d. ago Trump’s Tax On Nvidia’s Exports To China Taxes The U.S.’s AI Primacy

Trump’s Tax On Nvidia’s Exports To China Taxes The U.S.’s AI Primacy  Forbes

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3 d. ago Cambricon shares slump 14%, the most in 7 months, as investors lock in gains

Cambricon Technologies, the artificial intelligence chipmaker dubbed “China’s Nvidia”, tumbled on Thursday as investors took profit from one of the mainland’s most frenzied stock rallies this year. Shares of the Shanghai-listed company sank as much as 16 per cent before closing 14.4 per cent lower at 1,202 yuan, the steepest single-day decline since January 16. The stock lost 84 billion yuan (US$11.8 billion) in market capitalisation. The sharp sell-off also erased 6.9 per cent from the...

Economics

6 d. ago Alibaba Tests New AI Chip as China Seeks Nvidia Alternatives

Alibaba Tests New AI Chip as China Seeks Nvidia Alternatives  Yahoo Finance

Politics

9 d. ago Nvidia, Broadcom Lead Chip Stocks Lower Amid China Concerns to End a Strong Month

Nvidia, Broadcom Lead Chip Stocks Lower Amid China Concerns to End a Strong Month  Yahoo Finance

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9 d. ago Nvidia: The China Obsession Has Gone Too Far (Rating Upgrade) (NASDAQ:NVDA)

Nvidia: The China Obsession Has Gone Too Far (Rating Upgrade) (NASDAQ:NVDA)  Seeking Alpha

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9 d. ago Nvidia tumbles as China pushes toward an AI boom without the US juggernaut

Nvidia tumbles as China pushes toward an AI boom without the US juggernaut  Sherwood News

Events

9 d. ago Alibaba develops new AI chip to help fill Nvidia's absence in China: report

Alibaba develops new AI chip to help fill Nvidia's absence in China: report  Seeking Alpha

Politics

9 d. ago China's Alibaba develops new AI chip to help fill Nvidia void, WSJ reports

China's Alibaba develops new AI chip to help fill Nvidia void, WSJ reports  Reuters

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9 d. ago Alibaba unveils AI chip as China races to close gap with Nvidia

Alibaba unveils AI chip as China races to close gap with Nvidia  Investing.com

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9 d. ago Exclusive | Alibaba Creates AI Chip to Help China Fill Nvidia Void

Exclusive | Alibaba Creates AI Chip to Help China Fill Nvidia Void  The Wall Street Journal

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1 week ago China’s ‘little Nvidia’ warns investors of risks after stock gains 533% in year

Beijing-based AI chipmaker Cambricon Technologies, widely seen as a potential alternative to Nvidia in the Chinese market, has issued a rare warning about supply chain risks and excessive speculation in its shares, which have gained 533 per cent in the past 12 months. The company’s Shanghai-listed stock nearly doubled in the last month on a wider rally fuelled by China’s favourable policy support of local artificial intelligence chips and a new AI model from DeepSeek tailored for upcoming...

Events

1 week ago Luo Weiwei: the former Nasa scientist who became China’s semiconductor trump card

At a time when the United States is decoupling from China on cutting-edge chip technology, Nvidia has unveiled its list of suppliers for the advanced 800 VDC power architecture powering next-generation AI data centres. Among American and European giants was an unexpected name: Innoscience, a Chinese company specialising in gallium nitride (GaN) technology. Innoscience marks China’s growing clout in the high-stakes semiconductor race, and behind the company’s rapid rise is Luo Weiwei, a former...

Politics

1 week ago Luo Weiwei: former Nasa scientist who became China’s semiconductor trump card

At a time when the United States is decoupling from China on cutting-edge chip technology, Nvidia has unveiled its list of suppliers for the advanced 800 VDC power architecture powering next-generation AI data centres. Among American and European giants was an unexpected name: Innoscience, a Chinese company specialising in gallium nitride (GaN) technology. Innoscience marks China’s growing clout in the high-stakes semiconductor race, and behind the company’s rapid rise is Luo Weiwei, a former...

Politics

1 week ago China Uncertainty Weighs On Nvidia Stock. What's Next For The AI Chipmaker?

China Uncertainty Weighs On Nvidia Stock. What's Next For The AI Chipmaker?  Investor's Business Daily

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1 week ago Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO says

Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO says  Reuters

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1 week ago Cambricon Soars on 4,000% Revenue Jump, Signals China's Push to Replace Nvidia

Cambricon Soars on 4,000% Revenue Jump, Signals China's Push to Replace Nvidia  Yahoo Finance

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