News

Why this is a must-watch in Nvidia's earnings report

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...

What to Know About Trump’s Nvidia Deal and China’s Response

Trump said Monday that he has cut a deal with chipmaker Nvidia, allowing it to sell certain artificial intelligence chips to ...

Why Nvidia and AMD’s China pay-to-play deal with Trump could backfire

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

Prediction: Nvidia's New China Deal Will Be a Game-Changer. Here's Why

Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...

What Trump's Nvidia and AMD China deal means for the world

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

US will get a 15% cut of Nvidia and AMD chip sales to China under a new, unusual agreement

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, President Donald ...

Nvidia earnings face high bar on data-center demand, China deal

China is an important market for Nvidia, generating $17.1 billion in fiscal 2025 revenue, or 13.1% of total revenue. However, ...

Nvidia's China Export: Buy The Rumor And Sell The News (Rating Downgrade)

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.