China, NVIDIA and Trump
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When it comes to artificial intelligence (AI) stocks, Nvidia ( NVDA 3.27%) seems unstoppable. Despite rising by nearly 1,500% from its low in October 2022, the increasing demand for AI continues to bolster Nvidia, which remains the dominant company for AI accelerators.
With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, Nvidia’s CES 2026 press event is likely to focus less on new launches. Rather,
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Nvidia staffer called Microsoft's cooling system for Blackwell GPUs 'wasteful,' internal email shows
An internal memo, obtained by Business Insider, assessed Microsoft's deployment of cutting-edge GPUs.
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Exclusive: NVIDIA considers increasing H200 chip output due to robust China demand, sources say
Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.
Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.
President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.
Nvidia has built location verification technology that could indicate which country its chips are operating in, the company confirmed on Wednesday, a move that could help prevent its artificial intelligence chips from being smuggled into countries where their export is banned.