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China Chips Still Behind US, NVIDIA in Performance

Digest more
 · 19h · 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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 · 18h · 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, et earnings

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Top News
Overview
 · 23h · on MSN
NVIDIA reports huge Q1 earnings due to AI boom despite struggles in China
CEO Jensen Huang has said the company went from 95 percent market share in China to zero.

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 · 1d · on MSN
Nvidia earnings face a high bar, as investors watch for updates on AI competition, China, and more
 · 1d
Will Nvidia investors hear much about China?
 · 21h
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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 · 1d
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
6d

US Approves Nvidia H200 Sales to China, But Shipments Remain Stalled

US approvals could let Nvidia sell H200 AI chips to China, but Beijing’s security concerns and export rules have stalled shipments.
19h

Taiwan prosecutors investigate 3 people over Nvidia chip smuggling to China

Authorities in Taiwan are investigating three people for allegedly using forged documents to smuggle computer servers with advanced Nvidia chips to China.
15h

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.
22h

Wall Street Breakfast Podcast: Nvidia Bets Beyond China

Nvidia ‘largely conceded’ China AI chip market to Huawei, Huang says. SpaceX IPO filing shows company built around Elon Musk, Starlink, AI Age. PepsiCo eyes selective price increases.
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.

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Jensen Huang
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