Nvidia

ARPU
The Price of AI Reasoning
Who Can Afford to Think?For a while now, a nagging question has lurked behind the AI infrastructure boom. The logic for spending hundreds of billions on Nvidia GPUs for training new models was clear. But what happened after that? The general assumption was that inference—
The Price of AI Reasoning
Bloomberg
Snowflake, Nvidia Back New Unicorn Reka AI in $110 Million Deal
Snowflake had previously been in talks to buy the three-year-old AI startup.
Snowflake, Nvidia Back New Unicorn Reka AI in $110 Million Deal
SCMP
Nvidia to support RISC-V processors in latest boost to China’s chip self-sufficiency drive
Nvidia said it was working to support the RISC-V chip architecture on its CUDA software platform, a move expected to boost the open-source movement that China is betting on as part of its tech self-sufficiency drive. “We are porting CUDA to the RISC-V architecture,” Frans Sijstermans, vice-president of hardware engineering at Nvidia, said at the 2025 RISC-V Summit in Shanghai last week. RISC-V central processing units (CPUs) could then be used as the main application processor in Nvidia systems,...
Nvidia to support RISC-V processors in latest boost to China’s chip self-sufficiency drive
CNBC
Clout wars: Jensen Huang eclipses Elon Musk and Tim Cook in Washington
Jensen Huang has established himself as America's most influential tech leader, assuming a role once occupied by Apple's Tim Cook, many tech experts say.
Clout wars: Jensen Huang eclipses Elon Musk and Tim Cook in Washington
CNBC
Nvidia's China return buys time for Beijing to boost its chip drive
Nvidia said it is being allowed to sell its H20 chips to China again after previous U.S. export restrictions.
Nvidia's China return buys time for Beijing to boost its chip drive
Reuters
Nvidia CEO's China charm offensive underscores rock star status in key market - Reuters
Nvidia CEO Jensen Huang is no stranger to Beijing, but his most recent visit, his third to China this year, cemented his rock star status in the...
Nvidia CEO's China charm offensive underscores rock star status in key market - Reuters
ARPU
The TSMC Bottleneck
The Empty ShelfOne way to think about the US-China chip war is that it is a contest of government decrees. The US Department of Commerce says “you can’t sell that chip,” and so Nvidia can’t sell that chip. Then, after some high-level meetings
The TSMC Bottleneck
Reuters
Nvidia's China restart faces production obstacles, The Information reports - Reuters
Nvidia has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI ... news you need to start your day. Sign up...
Nvidia's China restart faces production obstacles, The Information reports - Reuters
Reuters
Top Republican on China panel objects to resumption of Nvidia H20 chip shipments
... AI advantage and may help Chinese companies capture global AI model market share. ... news. Sign up here. "The Commerce Department made the right...
Top Republican on China panel objects to resumption of Nvidia H20 chip shipments
CNBC
Nvidia CEO Jensen Huang sells an additional $12.94 million worth of shares
It comes as part of a pre-planned arrangement on the heels of surging AI demand
Nvidia CEO Jensen Huang sells an additional $12.94 million worth of shares
Bloomberg.com
House China Panel Faults Trump's Move to Ease Nvidia AI Chip Sales - Bloomberg.com
... AI, according to the head of the US House Select Committee on China ... Provide news feedback or report an error · Site feedback: Take our Survey.
House China Panel Faults Trump's Move to Ease Nvidia AI Chip Sales - Bloomberg.com
Bloomberg
Trump's U-Turn on Nvidia Spurs Talk of Grand Bargain With China - Bloomberg
Commerce Secretary Howard Lutnick explained the decision to allow chipmaker Nvidia Corp. to resume sales of its less advanced China-focused H20...
Trump's U-Turn on Nvidia Spurs Talk of Grand Bargain With China - Bloomberg
Bloomberg
Nvidia CEO Huang Emerges as Reluctant Emissary for US-China - Bloomberg
Jensen Huang announced that Nvidia Corp. will resume China sales of its H20 chips, an abrupt policy reversal from the Trump administration, during his...
Nvidia CEO Huang Emerges as Reluctant Emissary for US-China - Bloomberg
Bloomberg
House China Panel Faults Trump’s Move to Ease Nvidia AI Chip Sales
The Trump administration’s decision allowing Nvidia Corp. to resume shipments of its H20 artificial intelligence chips to China risks bolstering Beijing’s military capabilities and expanding its capacity to compete with the US in AI, according to the head of the US House Select Committee on China.
House China Panel Faults Trump’s Move to Ease Nvidia AI Chip Sales
SCMP
Nvidia CEO meets China’s commerce minister to discuss AI cooperation
Chinese Commerce Minister Wang Wentao met Nvidia CEO Jensen Huang on Thursday to discuss artificial intelligence (AI) cooperation, days after the chipmaker said it was resuming sales of its H20 chips to the country. Wang said China’s policies for attracting foreign investment remained unchanged, and its doors would only open wider, according to a statement issued by the ministry on Friday. Highlighting the country’s vast market, Wang encouraged multinational firms, including Nvidia, to continue...
Nvidia CEO meets China’s commerce minister to discuss AI cooperation
CNBC
Here's where Jim Cramer sees Nvidia shares going next — and his defense of Starbucks
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Here's where Jim Cramer sees Nvidia shares going next — and his defense of Starbucks
Bloomberg
TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes - Bloomberg
Taiwan Semiconductor Manufacturing Co. raised its outlook for 2025 ... TSMC wasn't hiking its outlook on news the US is prepared to grant...
TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes - Bloomberg
SCMP
AI for science, drug discovery to have ‘greatest impact’, says Nvidia’s Huang
The use of artificial intelligence for science would have an even bigger impact than its use for human-related tasks, Nvidia co-founder and CEO Jensen Huang said during a discussion with Alibaba Cloud founder Wang Jian, amid rapid advances in the field of AI-enabled drug discovery. Applying AI to human tasks was easier because it was done in the language created by humans in the first place, but biology was created by nature and therefore harder to “manipulate”, Huang said at the China...
AI for science, drug discovery to have ‘greatest impact’, says Nvidia’s Huang
SCMP
Nvidia CEO praises China’s open-source models as ‘very advanced’
Open source was “extremely powerful” for AI innovation and Chinese firms offer the “best open reasoning models”, Nvidia co-founder and CEO Jensen Huang said in Beijing on Thursday, ahead of the expected resumption of the company’s H20 chip sales to China. Open source allows not just the contribution of each company but the combined resource of an ecosystem, which is what was “very clever about open source engineering here in China”, Huang said at the China International Supply Chain...
Nvidia CEO praises China’s open-source models as ‘very advanced’
Reuters
Nvidia to boost H20 chip sales to China after US export restrictions ease | Reuters
... AI and other cutting-edge technologies. Advertisement · Scroll to ... Reuters, the news and media division of Thomson Reuters, is the world's largest...
Nvidia to boost H20 chip sales to China after US export restrictions ease | Reuters
SCMP
Nvidia, AMD to win market share in China as US eases export curbs
The sales resumption of Nvidia’s H20 processors and Advanced Micro Devices’ (AMD) MI308 chips in China is expected to ease the anxiety of local artificial intelligence companies, according to analysts. Speaking at the China International Supply Chain Expo in Beijing on Wednesday, Nvidia CEO Jensen Huang said he hoped to introduce more advanced chips to China. The H20, designed to comply with US trade curbs, is less powerful than the H200. Under current US rules, most advanced Nvidia chips,...
Nvidia, AMD to win market share in China as US eases export curbs
CNBC
Nvidia CEO Jensen Huang sells another $37 million worth of stock
Huang has unloaded 1.2 million shares, totaling about $190 million, since he started selling stock this year, according to InsiderScore.
Nvidia CEO Jensen Huang sells another $37 million worth of stock
CNBC
Nvidia CEO Jensen Huang wants to sell more advanced chips to China after H20 ban is lifted
Nvidia CEO Jensen Huang visited Beijing after the U.S. allowed its H20 chip to be sold in China.
Nvidia CEO Jensen Huang wants to sell more advanced chips to China after H20 ban is lifted
CNBC
Jensen Huang lauds China's AI models as Nvidia gears up to resume chip exports - CNBC
... AI chip to the country soon. "Models like DeepSeek ... H20 news should add 10% to Nvidia's street estimates, says Deepwater's Gene Munster.
Jensen Huang lauds China's AI models as Nvidia gears up to resume chip exports - CNBC
Bloomberg
Nvidia Boss Expects US to Move Fast on First H20 China Licenses
Nvidia Corp. boss Jensen Huang anticipates getting the first batch of US licenses to export H20 AI chips to China soon, formally allowing the company to resume sales of a much sought-after component to the world’s top semiconductor arena.
Nvidia Boss Expects US to Move Fast on First H20 China Licenses
SCMP
China’s open source AI is ‘a catalyst for global progress’, Jensen Huang says
Nvidia’s co-founder and CEO Jensen Huang lauded China’s progress in open source artificial intelligence and pledged to work with Chinese companies, as the chip designer driving the growth of AI resumes shipping its sought-after chips to the country. Large language models (LLM) developed by Chinese companies, including DeepSeek, Alibaba Group Holding, Tencent Holdings, MiniMax and Baidu, were “world class”, “developed here and shared openly”, and had spurred AI developments worldwide, Huang...
China’s open source AI is ‘a catalyst for global progress’, Jensen Huang says
Reuters
Chinese firms rush to buy Nvidia AI chips as sales set to resume | Reuters
Nvidia's AI chips have been a key focus of U.S. export controls ... news provider, reaching billions of people worldwide every day. Reuters...
Chinese firms rush to buy Nvidia AI chips as sales set to resume | Reuters
CNBC
Commerce Secretary Lutnick says China is only getting Nvidia’s ‘4th best’ AI chip
"We don't sell them our best stuff, not our second best stuff, not even our third best," Lutnick told CNBC's Brian Sullivan.
Commerce Secretary Lutnick says China is only getting Nvidia’s ‘4th best’ AI chip
Bloomberg
Nvidia’s Huang Wins China Reprieve in Trade War Reversal
Nvidia Corp.’s Jensen Huang spent months telling everyone what a grave mistake the US was making restricting shipments of artificial intelligence processors to China — with little sign that his argument was swaying anyone.
Nvidia’s Huang Wins China Reprieve in Trade War Reversal
CNBC
Coreweave stock pops after company announces $6 billion AI data center in Pennsylvania
CoreWeave, which rents out access to Nvidia AI chips, has been on a tear since it went public at the end of March.
Coreweave stock pops after company announces $6 billion AI data center in Pennsylvania