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China Chips Still Behind US, NVIDIA in Performance

Digest more
 · 13h · on MSN
Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei
Nvidia CEO Jensen Huang said the company has "largely conceded" China's artificial intelligence chip market to Huawei, as U.S. export restrictions continue to reshape the global AI semiconductor lands...

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 · 12h · on MSN
Nvidia CEO Jensen Huang warns China has ‘all the chips they need’ despite US bans
24/7 Wall St. · 2d
President Trump Pushed for Nvidia China Deal — but It’s AMD’s Chips Beijing Wants

NVIDIA reports huge Q1 earnings due to AI boom

Digest more
Top News
Overview
 · 17h
NVIDIA reports huge Q1 earnings due to AI boom despite struggles in China
NVIDIA has released its Q1 earnings for the 2027 financial year, revealing that it's profited handsomely from the current AI boom despite losing its Chinese market share.

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 · 1d · on MSN
Nvidia earnings face a high bar, as investors watch for updates on AI competition, China, and more
 · 17h
Nvidia Just Crushed Earnings Again—and 1 Revenue Segment Proves the AI Boom Is Only Getting Started
 · 14h
Nvidia's latest record result fails to impress investors
Chip giant Nvidia reported yet another record quarter with sales and profits beating expectations, seemingly suggesting there's no slowdown in sight for the artificial intelligence (AI) boom.

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 · 19h
Nvidia beats expectations again as AI boom drives revenue surge, but shares slip
 · 1d
Nvidia Tells Skeptical Investors That AI Is Ready to Go Mainstream
12h

NVIDIA Q1: No China In The Guide, 75% Margins, And A Tougher Bull Case

I remain bullish on Nvidia because every peak-earnings call from the bears keeps meeting another beat and raise.
9h

China Market Fallout Overshadows Nvidia’s Blockbuster Sales Growth

In a call with analysts Wednesday, CFO Colette Kress confirmed that the company generated zero revenue from H200 sales to China.
14hon MSN

Nvidia lost half its China business — then revenue nearly doubled

Nvidia Corp‘s NVDA latest quarterly filing contains a surprising twist beneath the headline-grabbing AI boom: the company lost more than half of its China business over the past year—and still managed to nearly double revenue.
Barchart on MSN
3d

Nvidia stock hit record highs on Huang’s China visit. Q1 earnings could take NVDA even higher

Nvidia (NVDA) stock hit a record high on May 14 amid reports that the company has received approval to sell its H200 chips to 10 Chinese firms, including Alibaba (BABA), which has developed its own artificial intelligence (AI) chips.
5d

Trump says China is blocking Nvidia H200 purchases despite US approval — says country 'chose not to' sanction purchases, pushing homegrown chips instead

President Donald Trump said on Friday that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips.
1d

Wall Street ended higher as investors eye possible U.S.-Iran deal and Nvidia earnings

Wall Street’s major market averages closed higher on Wednesday as optimism surrounding a potential U.S.-Iran negotiation has been floated all while traders await Nvidia (NVDA) earnings.
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