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#nvidia #china #ai-chips #semiconductors #us-china-relations #national-security #ai-technology #geopolitics
#nvidia
Artificial intelligence
from24/7 Wall St.
2 weeks agoNvidia (NASDAQ: NVDA) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Sept 17)
Nvidia's stock has rebounded strongly despite China export restrictions and mixed guidance, driven by data-center demand and U.S. AI infrastructure investments.
Tech industry
fromFortune
1 month agoNvidia's China-based rival posts 4,300% revenue jump as chipmakers' earnings reported no H20 chip sales to the country
Cambricon posted record profit and roughly 4,300% H1 revenue growth as Chinese firms push to fill a market void created by restricted Nvidia sales.
fromBusiness Insider
3 months agoDavid Sacks says overly strict US export controls may backfire because China's AI models are just 'months behind'
"Back in January, we had this DeepSeek moment where, before DeepSeek, people thought that Chinese AI models were years behind. And then DeepSeek launched, we realized that maybe they're more like three to six months behind."
Tech industry
Tech industry
fromTechCrunch
4 months agoUS imposes new rules to curb semiconductor design software sales to China | TechCrunch
The Trump administration has tightened export controls on chip design software targeting China, impacting major EDA firms and the U.S. chip industry.
New controls aim to restrict AI chip advancements in China, but may adversely affect U.S. companies' market shares.
fromTheregister
4 months agoLawmaker wants to fight chip smuggling with tracking devices
"We must do better at maintaining and expanding our position in the global market, while safeguarding America's technological edge. With these enhanced security measures, we can continue to expand access to US technology without compromising our national security."
Tech industry
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