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Despite Nvidia receiving assurances it can resume sales of H20 chips to China, Bernstein predicts that the company's market ...
Chinese AI companies expected to procure somewhere around 1 million of NVIDIA's next-gen Rubin R30 AI GPUs in 2028, after ...
Chinese military records show attempts to buy banned Nvidia chips for its AI projects. Find out more about what they reveal.
Still, Nvidia will need to tread carefully. The CAC can prevent the sales of H20 GPUs in China, whether ongoing policy shifts ...
Nvidia still looks like a strong buy here, especially if you have a longer-term mindset of at least three to five years.
Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security ...