China Takes a Shot at Nvidia. It Could Backfire on Beijing.
China’s antitrust investigation is a major change in how Beijing retaliates against U.S. tech policies, Reva Goujon writes in a guest commentary.
TweakTown4h
AMD and NVIDIA ship next-gen gaming GPUs from China to US before Jan 20 to escape tariffs
NVIDIA and AMD reportedly shipping their latest gaming GPUs and graphics cards to US warehouses from China before January 20, before new tariffs arrive.
US prompts Nvidia probe into how chips ended up in China, The Information reports
The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the past year, The Information reported on Thursday, citing a person close to the department.
Nvidia's Fort Is Sieged By Big Tech, China, And Startups, But It's A Two-Year Buy (Rating Upgrade)
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects. Read why NVDA stock is a Buy.
Finbold | Finance in Bold4h
ChatGPT predicts Nvidia stock price for 2025
To explore Nvidia’s outlook for 2025, Finbold consulted ChatGPT-4o, which forecasts that the company’s stock could reach $200 by the end of 2025
Can Nvidia Hit $200 in 2025? Analysts Are Split on the AI Giant's Next Move
Analysts predict Nvidia may reach $200 in 2025, but inflation, geopolitical risks, and economic slowdown temper expectations
Feds Take Aim At U.S. Chip Sales To China With New Possible Executive Order
A rumored executive order would try to enforce a moratorium on China’s access to U.S. chips – but is it going to work?
Nvidia’s Booming A.I. Business Collides With U.S.-Chinese Tensions
The chipmaker expects more than $10 billion in foreign sales this year, but the Biden administration is advancing rules that could curb that growth.
Trump's defense policy pick once said TSMC can't end up in Chinese hands if China takes Taiwan
"Disabling or destroying TSMC is table stakes if China is taking over Taiwan," former senior Pentagon official Elbridge Colby said in February.
TweakTown6d
US government asks NVIDIA how its AI GPUs have ended up in China, skirting US sanctions
US government asks NVIDIA to investigate how its best AI chips have ended up in China over the last year, forcing the company to ask Dell, Supermicro.
Why We’re Confident Nvidia’s (NVDA) Mellanox Deal Will Weather China’s Probe
China is cracking down on Nvidia and Mellanox, claiming the chipmaker is not treating Chinese companies fairly, which is what was agreed when China gave the nod for the Mellanox acquisition in 2020.
Nvidia (NVDA) is Attractive After Pullback, More Upside on The Way: Morgan Stanley Analyst
Moore expects Nvidia (NASDAQ:NVDA) to continue gaining share with its Blackwell chip in 2025 owing to its strong product cycle. The analyst expects the stock to trade upwards of $150. The race to $150 a share is more than assured as the chip giant remains a key supplier of graphic processing units and artificial intelligence technologies.