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.
Nvidia and AMD rush to stockpile graphics cards ahead of Trump tariff that could raise prices by 40%
The rival tech giants, along with other companies who will be impacted, are rushing to get their products into the US before ...
Global Finance1d
Nvidia In Trade Tug-Of-War
Although Nvidia tries to adhere to export control restrictions, the chipmaker is at the center of the ongoing US-China trade ...
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 ...
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws
Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected ...
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?
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 ...
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 ...
The New York Times19d
China Opens Investigation Into Nvidia Over Potential Antitrust Violations
The move by Chinese regulators came a week after the Biden administration expanded curbs on the sale of advanced U.S. technology to China. By Meaghan Tobin John Liu Ana Swanson and Tripp Mickle ...
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 ...
TweakTown7d
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 ...
This Is Not Broadcom's 'Nvidia Moment' Yet
Broadcom Inc.'s stock surged 35% despite a mediocre Q4, as management offered investors a picturesque addressable market ...