China approves imports of Nvidia's H200 GPU, but US export caps may limit sales

We reported recently that the US government may cap exports of Nvidia's H200 chip to China. But for that cap to be meaningful ...

Government Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again?

AI chips remain the hottest commodity in tech, with hyperscalers and enterprises scrambling for every Blackwell and Hopper ...

China could be worth $25B or more in annual revenue to Nvidia: Wells Fargo

Following CEO Jensen Huang's disclosure that Nvidia has received purchase orders from customers in China, Wells Fargo ...
TweakTown

NVIDIA reportedly cuts B40 AI GPU production as Chinese AI companies use RTX 5090, Hopper GPUs

TL;DR: NVIDIA is reducing production of its B40 AI GPU for China from 1.5-2 million to 900,000 units in 2025, as Chinese AI firms favor RTX 5090 gaming GPUs, Hopper AI chips, and local alternatives.
Shacknews

NVIDIA (NVDA) CEO Jensen Huang says Hopper was the first GPU in space

Today’s NVIDIA conference call that accompanied its Q4 2026 earnings results was quite the interesting one. CEO Jensen Huang and other executives at the company shared the latest details and context ...

China's ByteDance to access 36,000 Blackwell GPU cluster through Malaysia cloud operator — Nvidia confirms no objections, deal is in line with US export controls

Nvidia says it is permissible for ByteDance to use AI clusters outside of China to develop its AI prowess as long as these ...
Barchart on MSN

Nvidia GPU demand surges: What it means for NVDA stock growth in 2026?

After a strong rally, Nvidia (NVDA) stock has cooled off and has seen a period of consolidation. However, recent commentary ...