Trump administration reportedly considering a plan to pressure chip companies to continue to boost their uh domestic manufacturing. Wall Street Journal reporting that the policy would impose a tariff on companies whose customers import more semiconductors than they make in the US. Joining us now is more insights and strategy CEO, chief analyst as well.You got a lot of jobs there, Patrick Moorehead. Uh Patrick, always good to have you. I guess let's start off on that.Again, it's not something that's going to ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best NASDAQ Stocks to Buy For Long Term. On September 16, Reuters reported that NVIDIA Corporation’s (NASDAQ:NVDA) newest AI chip for the Chinese market, RTX6000D, is not selling well. According to two people with knowledge of the procurement discussions, some big tech companies in China have decided not to place orders for NVIDIA Corporation’s (NASDAQ:NVDA) RTX6000D. Uncertainty Around NVDA Chips in China The RTX6000D is mainly designed for AI inference ...

中国业务挑战 - 中国互联网监管机构据报禁止采购英伟达为中国市场定制的RTX Pro 6000D人工智能芯片 涉及企业包括字节跳动和阿里巴巴[1][3] - 公司首席执行官黄仁勋对禁令表示失望 强调公司长期对中国科技行业贡献显著[2] - 中国业务已多次受干扰 美国政府对包括H100、A100及降级版H20在内的高端AI芯片实施出口限制[3] 财务与交易影响 - 公司约20-25%收入来自中国市场 但指导分析师在财务预测中排除中国业务[5][4] - 中国市场监管总局对英伟达69亿美元收购以色列数据中心网络公司Mellanox展开反垄断调查 该交易于2020年完成[5] - 8月公司与美国政府达成协议 允许获得出口许可 条件是将中国区H20芯片销售额的15%交付美国政府[4] 战略投资动向 - 公司宣布投资110亿英镑（150亿美元）于英国人工智能基础设施 投资在美国总统国事访问期间与超大规模企业共同推进[6] - 人工智能热潮持续支撑公司股价 周三收复前日因中国芯片禁令报道导致的跌幅[1][6]

The Nvidia logo appears on a smartphone reflecting the flags of China and the U.S. Nurphoto | Nurphoto | Getty ImagesBeijing has reportedly halted purchases of yet another AI chip from Nvidia, freezing it out of the market completely — a move industry experts say reflects the country's growing confidence in domestic chip makers and an attempt at gaining trade leverage.It was only a few months ago when Jensen Huang announced, from China, that the U.S. would allow it to resume sales of its made-for-China H20 ...

This is going to be a key conversation that Jensen Huang is likely to be having with the president of the United States, because once again, another chip design for China being pushed back by the country itself. Well, that's right, Kara and Jensen Huang has been having those kinds of conversations with President Donald Trump since he took office in January. He is Jensen has been trying to reshape the picture when it comes to export controls in a way that's a little bit more advantageous for video.Over the p ...

The world’s most valuable company may now be facing another China headache, just days after Beijing deemed the chipmaker to have violated the country’s antitrust legislation. China’s top internet regulator, the Cyberspace Administration of China, has asked the country’s leading tech firms, like Bytedance and Baidu, to stop testing Nvidia’s RTX Pro 6000D, reports the Financial Times citing unnamed sources with knowledge of the matter. The chipmaker’s shares dropped 2.5% in early trading on Wednesday. But ...

Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Wednesday 17th September.Coming up on the show, the Fed is widely expected to cut interest rates later today. The big question, how many more cuts for 2025. China has told tech firms to stop buying Nvidia's AI chips.That's according to the FT. And the UK and US sign a 42 billion dollar tech pact to mark President Trump's state visit. So grab your coffee and let's own the morning.The Fed is o ...

WANG GANG / Feature China / Future Publishing / Getty Images Nvidia faces U.S. export restrictions on sales of its most advanced chips to China and has tailor-made some of its semiconductors for the country's market. KEY TAKEAWAYS China has reportedly banned its largest tech firms from buying Nvidia AI chips, adding pressure on the U.S. chipmaker’s sales in the country. The country’s internet regulator told firms including TikTok owner ByteDance and e-commerce giant Alibaba this week to end their testi ...

Nvidia Corp‘s NVDA China dream is unraveling fast. Just as the company thought it had a workaround for U.S. export limits, Beijing slapped down its custom AI chips and opened an antitrust probe, turning one of its most strategic markets into a geopolitical minefield. Investors now face a stark question: can Nvidia thrive in AI if China is off-limits?Track NVDA stock here.From Workarounds To Dead EndsThe latest blow came when China's Cyberspace Administration ordered tech giants like ByteDance and Alibaba Gr ...

We see Nvidia shares down about 1%. How meaningful is this at least in the near term for Nvidia sales. Because we keep hearing that uh Chinese sales, they weren't really factored in the guidance.So why is the stock moving like this in the pre-market. Yeah, look, it's a shot across the bow obviously from Beijing. But look, part of the issue here is that you and we see it all the big Chinese tech players, they're going to want Nvidia's chips, right.I mean there's one chip in the world fueling the AI revolutio ...