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Nvidia CEO Jensen Huang appeared to have scored big on Monday when the White House approved sales of his company’s H200 chips to China. But China may prefer Chinese-made chips—or smuggled ones.
Explore a detailed analysis of Nvidia Corporation's potential revenue upside and growth forecasts, including insights on H200 fees. Click for this NVDA update.
China has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.
After successfully lobbying the Trump administration to approve the sales of its H200 chips to China, Nvidia is now thinking of adding capacity to produce more of the chips.
Nvidia Corporation upgraded to strong buy as AI demand surges. Click for how Q3 revenue growth, rising margins, and solid valuation make NVDA a compelling stock.
2don MSN
Exclusive: Nvidia considers increasing H200 chip output due to robust China demand, sources say
Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.
President Donald Trump’s decision to approve previously banned exports of Nvidia Corp.’s powerful H200 artificial intelligence chips to China could turbocharge the People’s Liberation Army’s technological ambitions,
Nvidia shares gained 0.2% to $178.11. The stock has dropped 4.7% in the past month amid questions over whether it will be allowed to sell its processors in China and the rise of Google’s tensor processing units as an alternative to its hardware.