Nvidia has risen to global leadership in artificial‑intelligence chips, but its success has placed it at the center of escalating trade tensions between the United States and China. Successive U.S. administrations have imposed export controls that require Nvidia to ship reduced‑specification GPUs to China, spurring a black‑market for higher‑performance units. The Trump administration blocked sales of Nvidia’s H20 chip, a product designed for the Chinese market, before a deal allowed limited sales in exchange for a 15 percent revenue share to the U.S. government. Chinese regulators have since warned domestic firms against purchasing the H20, adding uncertainty to Nvidia’s Chinese business. CEO Jensen Huang has publicly criticized the U.S. curbs, calling them a failure that accelerates Chinese rivals’ development. Both Nvidia and China’s State Administration for Market Regulation declined comment. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

Nvidia has risen to global leadership in artificial‑intelligence chips, but its success has placed it at the center of escalating trade tensions between the United States and China. Successive U.S. administrations have imposed export controls that require Nvidia to ship reduced‑specification GPUs to China, spurring a black‑market for higher‑performance units. The Trump administration blocked sales of Nvidia’s H20 chip, a product designed for the Chinese market, before a deal allowed limited sales in exchange for a 15 percent revenue share to the U.S. government. Chinese regulators have since warned domestic firms against purchasing the H20, adding uncertainty to Nvidia’s Chinese business. CEO Jensen Huang has publicly criticized the U.S. curbs, calling them a failure that accelerates Chinese rivals’ development. Both Nvidia and China’s State Administration for Market Regulation declined comment. Leia mais →

Nvidia has risen to global leadership in artificial‑intelligence chips, but its success has placed it at the center of escalating trade tensions between the United States and China. Successive U.S. administrations have imposed export controls that require Nvidia to ship reduced‑specification GPUs to China, spurring a black‑market for higher‑performance units. The Trump administration blocked sales of Nvidia’s H20 chip, a product designed for the Chinese market, before a deal allowed limited sales in exchange for a 15 percent revenue share to the U.S. government. Chinese regulators have since warned domestic firms against purchasing the H20, adding uncertainty to Nvidia’s Chinese business. CEO Jensen Huang has publicly criticized the U.S. curbs, calling them a failure that accelerates Chinese rivals’ development. Both Nvidia and China’s State Administration for Market Regulation declined comment. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

Nvidia has risen to global leadership in artificial‑intelligence chips, but its success has placed it at the center of escalating trade tensions between the United States and China. Successive U.S. administrations have imposed export controls that require Nvidia to ship reduced‑specification GPUs to China, spurring a black‑market for higher‑performance units. The Trump administration blocked sales of Nvidia’s H20 chip, a product designed for the Chinese market, before a deal allowed limited sales in exchange for a 15 percent revenue share to the U.S. government. Chinese regulators have since warned domestic firms against purchasing the H20, adding uncertainty to Nvidia’s Chinese business. CEO Jensen Huang has publicly criticized the U.S. curbs, calling them a failure that accelerates Chinese rivals’ development. Both Nvidia and China’s State Administration for Market Regulation declined comment. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

China has halted the sale of Nvidia's AI chips after regulators summoned major domestic firms, including Huawei, Cambricon, Alibaba and Baidu, to compare their own processors with Nvidia's limited‑supply products. Officials concluded that Chinese AI chips now match or exceed the performance of the Nvidia chips allowed under U.S. export controls, prompting a consensus that domestic supply can meet demand without further Nvidia imports. Nvidia recently introduced the RTX Pro 6000D in Beijing, while regulators warned companies against purchasing Nvidia’s H20 chip, signalling a tightening of restrictions on foreign AI hardware. Leia mais →

Nvidia has risen to global leadership in artificial‑intelligence chips, but its success has placed it at the center of escalating trade tensions between the United States and China. Successive U.S. administrations have imposed export controls that require Nvidia to ship reduced‑specification GPUs to China, spurring a black‑market for higher‑performance units. The Trump administration blocked sales of Nvidia’s H20 chip, a product designed for the Chinese market, before a deal allowed limited sales in exchange for a 15 percent revenue share to the U.S. government. Chinese regulators have since warned domestic firms against purchasing the H20, adding uncertainty to Nvidia’s Chinese business. CEO Jensen Huang has publicly criticized the U.S. curbs, calling them a failure that accelerates Chinese rivals’ development. Both Nvidia and China’s State Administration for Market Regulation declined comment. Leia mais →

NVIDIA reported a 56% year‑over‑year revenue increase to $46.7 billion for its most recent quarter, even though it could not ship its H20 AI chips to China. The company’s net income rose to $26.4 billion, and its Blackwell‑based AI products generated $27 billion in sales, accounting for half of data‑center revenue. U.S. export limits halted H20 shipments, but NVIDIA is developing a next‑generation chip for China and expects future growth as AI demand expands. Leia mais →

Nvidia reported a revenue of $46.7 billion, a 56 percent increase year over year, driven largely by a booming data‑center business. Net income rose to $26.4 billion, a 59 percent jump. The company highlighted $41.1 billion in data‑center sales, with its latest Blackwell GPUs accounting for $27 billion of that total. CEO Jensen Huang described Blackwell as the AI platform the world has been waiting for, while CFO Colette Kress noted uncertainty around U.S. export arrangements that have limited shipments of the H20 chip to Chinese customers. Nvidia projects $54 billion in revenue for the next quarter, excluding H20 sales to China. Leia mais →