U.S. chip giant Nvidia is increasingly warning investors about competition from Huawei, despite U.S. restrictions on the Chinese telecommunications company.
The suspects are accused of misrepresenting the actual end-user of the hardware, highlighting intermediaries’ role in global chip distribution.
Hopium Meeting Reality. Please click here for an enlarged chart of Hims & Hers Health Inc (HIMS). Note the following: In many
Gil Luria of DA Davidson highlighted increased competition from China and declining profit margins as concerns for Nvidia.
Two major Wall Street indexes saw their fourth straight decline on Tuesday, as Treasury yields and the dollar retreated on signs of softening U.S. growth and uncertainty over Trump administration policies.
Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.
Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export restrictions.
Nvidia released its financial results for the fourth quarter of fiscal year 2025 (February 2024 to January 2025), showcasing remarkable growth across all key metrics. The company reported record sales of US$39.
Chinese tech giants Tencent, Alibaba, and ByteDance are ramping up orders for Nvidias (NASDAQ: NVDA) H20 AI chip due to soaring demand for DeepSeeks cost-efficient AI models, sources told Reuters. This surge
Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global attention.
Nvidia faces continued concerns about potential restrictions on exports of its AI hardware amid reports that advanced chips are reaching China despite U.S. sanctions.