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U.S. chip controls will benefit China's Nvidia rivals like Huawei: Analysts
U.S. export controls on Nvidia's AI chip sales to China will boost its rising domestic AI chipmakers such as Huawei, ...
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Nvidia's China workaround crumbles as Huawei, domestic rivals race to fill void
Nvidia's China strategy recently suffered a major blow as the US Department of Commerce placed its China-specific H20 chip ...
Nvidia’s 2025 has been anything but easy. And it’s going to get tougher.
It’s been a difficult 2025 for Nvidia so far. The company, which had a blockbuster 2024, is beset by challenges that have ...
U.S. Chipmakers Fear They Are Ceding China’s A.I. Market to Huawei
New restrictions on semiconductor exports to China are scrambling sales and fueling concerns that the Chinese tech giant will ...
Huawei’s New AI Supernode is Nearly 170% Faster than Nvidia’s Tech, But There’s a Catch
Huawei has officially unveiled a massive AI infrastructure system, the CloudMatrix 384 Supernode, which it claims rivals and ...
U.S. Probes if Nvidia Helped China’s DeepSeek Create Powerful AI Chips
The U.S. government is investigating if American semiconductor giant Nvidia (NVDA) may have helped China’s DeepSeek AI in ...
As Nvidia’s stock sinks on China setback, here’s Wall Street’s big question
Analysts are debating whether Nvidia can still manage sequential growth this year as political developments pressure revenue.
Exclusive: Nvidia kept some China customers in the dark about new US chip clampdown, sources say
Nvidia did not warn at least some major customers in advance about new U.S. export rules it was told about a week ago ...