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NVIDIA may be developing new AI chip for China
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The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...
Sam Altman has cautioned against the use of export controls and has warned that China can probably build inference capacity ...
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Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement
The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...
Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth ...
Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the ...
China is an important market for Nvidia, generating $17.1 billion in fiscal 2025 revenue, or 13.1% of total revenue. However, ...
In a surprising reversal of the United States’ years-long technology restrictions on China, President Donald Trump last month allowed Nvidia to resume sales of a key AI chip designed specifically for ...
Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.
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