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 ...

Senate Democrats are urging Trump to halt his plan allowing Nvidia and AMD to sell AI chips to China in exchange for a 15% ...

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

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

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

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 ...

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

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

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

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, President Donald ...

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