China, NVIDIA
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Nvidia (NASDAQ:NVDA) has experienced a meteoric rise over the past few years, transforming from a graphics card giant for gamers into the undisputed leader of the AI revolution. With a market capitalization soaring to $4.
Nvidia's CEO, Jensen Huang, is in discussions with the Trump administration regarding a potential new semiconductor for China, despite existing restri
Nvidia's H20 chip for China halted amid Beijing's push for self-sufficiency. Domestic rival DeepSeek launches upgraded model for local chips.
US policy shifts and sharp rhetoric have turned Nvidia’s chip sales into a flashpoint, fuelling China’s mistrust and push for tech self-reliance
However, Huang's extensive lobbying paid off. Nvidia agreed to a 15% revenue-sharing agreement with the U.S. government, which allowed the company to resume sales of the H20 chip to China. While the deal could weigh on Nvidia's margins, it marks the continuation of a potentially lucrative opportunity, but there's more good news.
Nvidia has reportedly suspended production of its China-focused H20 AI chip as Beijing pushes domestic alternatives and analysts warn the uncertainty could hit its Q3 outlook.