H20 Nvidia

Nvidia (NASDAQ:NVDA) CEO Jensen Huang erupted at U.S. chip export restrictions during a closed-door media roundtable at Computex 2025, calling the Biden-era rules "a failure" that slashed the company's China market share in half and forced a multibillion-dollar write-off of unsellable H20 GPUs....

Nvidia Corp. (NASDAQ:NVDA) has decided not to launch a new chip from its Hopper series in China. This decision comes in the wake of U.S. government restrictions on H20 chip sales, as confirmed by Nvidia’s CEO, Jensen Huang. What Happened: Huang, during a livestream by Taiwan’s...

Piper Sandler analyst Harsh Kumar has projected a potential data center annual revenue loss of $9.8 billion for Nvidia Corp. (NASDAQ:NVDA) due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China. What Happened: Kumar’s latest sensitivity analysis indicates a...

Brian Colello, Morningstar’s equity strategist, expressed a bearish outlook on Nvidia’s China business, while maintaining a positive view on its prospects in developed markets. What Happened: Colello suggested that Huawei’s competitive threat is a significant obstacle for Nvidia,...

In the wake of China’s search for domestic alternatives to Nvidia‘s (NASDAQ:NVDA) H20 chip, Huawei Technologies is reportedly preparing to start mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month. What...