Nearly 40% of Nvidia’s revenue tied to two mystery customers, filing shows TechSpot Nvidia’s top two mystery customers made up 39% of the chipmaker’s Q2 revenue CNBC Nvidia says two mystery customers accounted for 39% of Q2 revenue TechCrunch More than 50% of Nvidia’s data center revenue comes from three customers — $21.9 billion in sales recorded from the unnamed companies Tom’s Hardware Over …
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Global shares gain but Nvidia's slip trips up tech stocks – Reuters
Global shares gain but Nvidia’s slip trips up tech stocks Reuters Stock market today: Dow futures pop while S&P 500, Nasdaq stall as Nvidia slips post-earnings Yahoo Finance Stock Market Today: Dow Futures Gain; Nvidia Stock Falls After Earnings — Live Updates The Wall Street Journal European stocks mixed as traders gear up for Nvidia earnings CNBC US Futures, Nvidia Drop After Chipmaker’s Outlook: …
Read More »China urges local firms not to use Nvidia's H20 chips, Bloomberg News reports – Reuters
China urges local firms not to use Nvidia’s H20 chips, Bloomberg News reports Reuters China Urges Firms Not to Use Nvidia H20 Chips in New Guidance Bloomberg.com Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement CBS News No Backdoors. No Kill Switches. No Spyware. NVIDIA Blog Jim Cramer says concerns about Nvidia selling chips to …
Read More »Trump opens door to sales of version of Nvidia's next-gen AI chips in China – Reuters
Trump opens door to sales of version of Nvidia’s next-gen AI chips in China Reuters U.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China The New York Times Trump sparks concern after suggesting he might allow sales of Nvidia’s advanced AI chips in China The Guardian Nvidia and AMD will give US 15% of China sales. But Chinese …
Read More »China flags concerns over potential security risks in Nvidia's H20 chips – Reuters
China flags concerns over potential security risks in Nvidia’s H20 chips Reuters Nvidia’s China-bound H20 AI chips face Beijing scrutiny over ‘tracking’ and security concerns CNBC China Summons Nvidia Over Alleged Security Risk in H20 AI Chips Bloomberg China Summons Nvidia Over ‘Backdoor Security’ Risks of A.I. Chips The New York Times Nvidia’s stock is rising as confidence builds around this key number MarketWatch Source …
Read More »Huawei unveils AI computing system, potential rival to Nvidia's most advanced product – report – Seeking Alpha
Huawei unveils AI computing system, potential rival to Nvidia’s most advanced product – report Seeking Alpha Where is Nvidia? Chinese rivals take the limelight at major AI event in Shanghai CNBC Huawei shows off AI computing system to rival Nvidia’s top product Reuters Huawei Unveils AI Supercomputer to Replace Nvidia in China’s Data Centers TipRanks Chinese AI Targets the Heart of Silicon Valley: Huawei’s …
Read More »Huawei shows off AI computing system to rival Nvidia's top product – Reuters
Huawei shows off AI computing system to rival Nvidia’s top product Reuters How Huawei ascended from telecoms to become China’s ‘jack of all trades’ AI leader CNBC Huawei Showcases Its NVIDIA GB200-Equivalent CloudMatrix AI Cluster for the First Time to The Public, Flaunting China’s Cutting-Edge AI Hardware Breakthrough Wccftech Huawei launches CloudMatrix 384 AI chip cluster against Nvidia NVL72 Huawei Central Nvidia’s Competitor: Huawei …
Read More »Nvidia's China restart faces production obstacles, The Information reports – Reuters
Nvidia’s China restart faces production obstacles, The Information reports Reuters How Nvidia’s Jensen Huang Persuaded Trump to Sell A.I. Chips to China The New York Times House China Panel Faults Trump’s Move to Ease Nvidia AI Chip Sales Bloomberg.com NVIDIA CEO Jensen Huang Promotes AI in Washington, DC and China NVIDIA Blog Nvidia’s CEO Just Met With China’s Commerce Minister. Why the Stock Is …
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