NVIDIA, China and the H20

Chinese tech giants Tencent, Alibaba, and ByteDance have significantly increased orders for Nvidia's H20 AI chips, as the ...
Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the ...
Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...
Nvidia’s earnings caps off a Magnificent 7 earnings season that has seen some big tech stocks suffer in the light of DeepSeek ...
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.