News

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...
Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...
Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.
Trump said Monday that he has cut a deal with chipmaker Nvidia, allowing it to sell certain artificial intelligence chips to ...
The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...
In 2023 and 2024, more than 500 new data centre projects were announced across the country, in places such as Inner Mongolia ...
Just a couple of weeks after the US government rescinded the ban on NVIDIA's H20 AI chip sales to China, it was announced that both NVIDIA and AMD will hand over 15% of their revenue from specific AI ...
Every Friday, we recap highlights of the news from China. This week, we look at why a tariff settlement matters to both China ...