Due to geopolitical issues that are not settled, it's still an unknown whether Nvidia will sell any H20 AI chips to China in ...

When Nvidia CEO Jensen Huang revealed Friday that the company is working with the Trump administration on a new computer chip ...

Cambricon, a China-based semiconductor firm, just posted its greatest profit to date and a roughly 44-fold revenue surge. The ...

Nvidia Corporation reports strong Q2 FY2026 results, but growth slows amid geopolitical tensions, export controls & revenue ...

Nvidia beat Wall Street forecasts for Q2 and issued strong guidance, but the absence of China chip sales have weighed on ...

For several whirlwind weeks, Nvidia has become a bargaining chip in the US-China trade war. Now, the American chipmaker is about to provide the latest look at how its business has been affected by ...

It is unclear how many licenses may have been issued, which companies Nvidia is allowed to ship the H20s to, and the value of ...

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

Nvidia and AMD have agreed to pay the US government 15% of their revenues from semiconductor sales to China in exchange for ...

Trump’s Nvidia and AMD deal highlights the core challenge: export controls on China require a strong allied coalition.

The U.S has yet to formally notify Nvidia that it will get export licenses in exchange for a 15% cut of revenue.

The argument for GPU export controls falls apart under scrutiny and real-world conditions, writes Aaron Ginn.