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

Insatiable” AI demand and revenue opportunities from China are leading analysts to raise their price targets as Nvidia ...

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

Investors appear to be expecting another extension of the China deadline—anything other than that could be a shock.

Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

Several top Senate Democrats are urging President Trump to walk back a deal with Nvidia and AMD that would allow the companies to sell artificial intelligence (AI) chips to China after they agreed ...

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

Trump said Monday that he has cut a deal with chipmaker Nvidia, allowing it to sell certain artificial intelligence chips to ...

Nvidia struck a surprising deal after convincing the president that H20 chips aren’t a national security risk. But whether ...

Trump said on Monday that he might allow Nvidia to sell a more advanced artificial intelligence chip in China based on the ...

Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...