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Nvidia Risks Losing Up To $10 Billion In Annual Data Center Revenue Amid CapEx Slowdown, China Decoupling, Warns Analyst
Tuesday, May 6, 2025 - 7:59am | 531Piper 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...
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Nvidia Chip Ban Won't Stop China's AI Momentum, Say Analysts — Blocking H20 Would Hand Market To Huawei Amid Trump-Era Export Crackdown
Thursday, April 24, 2025 - 2:46am | 504Banning Nvidia Corp. (NASDAQ:NVDA) chips won’t stop China’s artificial intelligence development, according to Bernstein analysts, who suggest the export restrictions could instead strengthen domestic competitors like Huawei Technologies. What Happened: “Banning the H20 would make...
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Nvidia Stock Fell Nearly 5% On Monday After Huawei Mass Shipping AI Chips In China Report Surfaced, But Bernstein Analyst Says It Doesn't Matter: 'They Can't Compete Anyway'
Tuesday, April 22, 2025 - 1:11am | 765On Monday, Nvidia Corporation (NASDAQ:NVDA) dropped by 4.51% after a report revealed that Huawei Technologies is ramping up AI chip production, but a Bernstein analyst downplayed the significance, saying the AI chip giant “can’t compete” anyway in the Chinese market due to export...
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Apple Watch Dominance Under New Threat As Huawei Registers Smartwatch As Medical Device
Tuesday, February 11, 2025 - 3:28am | 554Huawei Technologies has found an unconventional way to boost smartwatch sales in China—by registering them as medical devices. What Happened: Huawei's Watch D2, launched in November, has gained traction in China after consumers realized they could charge it to their medical insurance accounts,...
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Apple Watch Faces Tough Competition As Huawei Drives 20% Surge In Wearables
Thursday, December 19, 2024 - 5:46am | 635Chinese tech giants are making substantial gains, challenging the dominance of established players like Apple Inc. (NASDAQ:AAPL) in the global wrist-worn device market. What Happened: According to an IDC report released on Wednesday, the global wrist-worn device market, including smartwatches...
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Apple Faces New Challenge As Huawei Advances Domestic Chip Tech In Mate 70 Series Amid US Sanctions: Report
Friday, November 22, 2024 - 3:52am | 730Huawei Technologies Co. is reportedly set to release its most advanced domestically made chip in the Mate 70 series, amid ongoing U.S. sanctions. What Happened: The new chip will power select models in Huawei's Mate 70 lineup, which is expected to launch next week, reported the Wall Street Journal...
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AI Demand Fuels Record Profits, Chip Controversies, And Tech Giants Redefine AI Landscape: This Week In The World Of Artificial Intelligence
Sunday, October 27, 2024 - 9:00am | 635The week was buzzing with significant developments in the tech world, with artificial intelligence (AI) at the center of it all. From record-breaking profits driven by AI demand to potential violations of export rules, the tech industry kept us on our toes. Here’s a quick roundup of the top...
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Huawei, Riding High On Trifold Success, Launches Revolutionary Laptop Powered By Homegrown Chips, Software — China Ready To Break Free From US Tech Dependence?
Tuesday, September 24, 2024 - 11:01pm | 713The Qingyun L540 laptop, a product of Huawei Technologies, is a testament to China’s progress towards technological self-sufficiency, featuring a self-designed processor and a Chinese-made operating system. What Happened: The Qingyun L540 laptop is a prime example of China...
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Huawei's $2,800 Tri-Fold Mate XT Sparks Frustration As Limited Stock Fails To Meet Demand
Friday, September 20, 2024 - 5:47am | 709Ahead of the highly anticipated launch, Huawei Technologies‘ new $2,800 tri-fold smartphone, the Mate XT, has hit the market, but many eager buyers were left disappointed due to limited availability. What Happened: Huawei and Apple Inc. (NASDAQ:AAPL) launched their latest smartphones in China...
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Tesla Faces New Challenger - Huawei Plans 100K Superfast EV Charging Stations in China by 2024
Thursday, February 8, 2024 - 10:26am | 695Huawei Technologies Co is setting its sights on outpacing Tesla Inc (NASDAQ:TSLA) in the electric vehicle (EV) sector by launching an ambitious plan to install 100,000 superfast EV charging stations across China by 2024. This move is poised to intensify...
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Nvidia vs. Huawei: The Battle for AI Supremacy Heats Up as Chip Constraints Redirect Focus
Monday, February 5, 2024 - 9:58am | 609With soaring demand for its artificial intelligence (AI) chips and production constraints, Huawei Technologies Co has shifted focus towards AI, affecting the production of its premium Mate 60 smartphones, which compete with Apple Inc’s (NASDAQ:AAPL) iPhone....
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What's Going On With Nvidia Stock Monday?
Monday, January 8, 2024 - 8:39am | 903Nvidia Corp (NASDAQ: NVDA), a key player in the AI chip market, is grappling with the repercussions of U.S. regulations that have barred the sale of its high-performance AI chips to China since October. These regulations have led Nvidia to design a new lineup of lower-...
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What's Going On With Alibaba Stock Monday?
Monday, January 8, 2024 - 8:26am | 662Alibaba Group Holding Limited (NYSE: BABA) stock is trading lower Monday amid reports of its intentions to reduce its orders of Nvidia Corp's (NASDAQ: NVDA) chips compared to its original plans when Nvidia offered its now-restricted products. The reluctance from...
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Huawei's Latest Laptop Debunks Chinese Chip Advancement Claims
Friday, January 5, 2024 - 10:02am | 733Taiwan Semiconductor Manufacturing Co (NYSE: TSM) produced the chip in Huawei Technologies Co's latest laptop, the Qingyun L540, debunking rumors of a significant Chinese technological leap. TechInsights' teardown for Bloomberg News revealed a 5-nanometer chip made by...
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What's Going On With Nvidia Stock Monday?
Monday, December 18, 2023 - 9:06am | 547Many Chinese semiconductor design companies are partnering with Malaysian firms to assemble high-end chips, mainly graphics processing units (GPUs). This strategy is a precaution against the potential expansion of U.S. sanctions on China's chip industry. China is a crucial...