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China Faces $2.5B AI Chip Supply Gap

CNBC on MSN · 5d

Nvidia says it will resume H20 AI chip sales to China 'soon,' following U.S. government assurances

Nvidia says it is filing applications to with the U.S. government to resume sales of its H20 GPU to China, in what could represent a huge policy win.

The Motley Fool on MSN · 5d

Nvidia's Stock Looks Set to Soar on Resumption of H20 AI Chip Sales to China

Nvidia stock's surge looks poised to accelerate because investors' biggest concern about the company -- losing the Chinese data center AI chip market -- is now a non-issue.

EconoTimes · 4h

China Faces $2.5B AI Chip Supply Gap Despite Nvidia’s Return

Chinas booming artificial intelligence sector is set to demand $39.5 billion worth of AI chips in 2025, yet supply is forecast to fall short at $37 billion, creating a $2.5 billion gap, according to Bernstein

2don MSN

China commerce minister discussed foreign investment, AI at meet with Nvidia CEO

China's Commerce Minister Wang Wentao told Nvidia CEO Jensen Huang on Thursday that he hoped multinational companies, ...

4h

Nvidia Will Continue Controlling The AI Board

Nvidia leads the AI ecosystem with unmatched dominance across hardware, software, and systems, fueling strong growth. See why ...

1don MSN

Nvidia's chips to China: Is US trading AI dominance for rare earth access?

The Commerce Department allows Nvidia to sell H20 AI chips to China despite security concerns, and experts are divided on the ...

3d

Nvidia’s power play: How Jensen Huang got Trump to rethink the China AI chip ban

Nvidia founder and CEO Jensen Huang has been active on the government relations and lobbying front, and now he’s got ...

3d

NVIDIA CEO Praises China’s Open Source AI as ‘Catalyst for Global Progress’

At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and ...

Nvidia's Strategic Reentry into China's AI Market: A Game-Changer for Tech

Nvidia plans to increase the supply of its H20 chips to China, aiming to strengthen its position in the lucrative Chinese ...

4don MSN

Nvidia's Huang hails Chinese AI models as "world class"

Nvidia CEO Jensen Huang described artificial intelligence models from Chinese firms Deepseek, Alibaba and Tencent as "world ...

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