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Resumption of NVIDIA H20 chip sales is not good for China

Windows Central on MSN · 10h

NVIDIA needs 300,000 more H20 AI chips from TSMC to meet China's demand — but some security experts aren't happy

NVIDIA has ordered 300,000 more H20 AI GPUs from TSMC just weeks after the ban on selling to China was reversed. That's great news for NVIDIA, but some national security experts are sounding the alarm.

Reuters on MSN · 2d

Exclusive: Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, sources say

Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.S. firm to change its mind about just relying on its existing stockpile.

Barron's on MSN · 1d

Nvidia Stock Rises. Why Its AI Chip Sales Are Set to Boom in China.

Nvidia stock was rising Tuesday. The chip maker has placed an order for 300,000 of its H20 chips for the Chinese market, Reuters reported.

3hon MSN

5 Reasons Nvidia Stock Is Still a Genius Buy Right Now

Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and its stock has been a stellar performer over the past ...

Interesting Engineering on MSN5d

Over $1B in smuggled NVIDIA chips sold in China after April’s US crackdown

Despite U.S. bans, Chinese buyers spent over $1B on smuggled NVIDIA AI chips like the B200, openly sold on Chinese social ...

6don MSN

Nvidia AI chips worth $1B smuggled into China after Trump imposed US export controls: report

At least $1 billion in Nvidia computer chips were smuggled into China in the three-months span after President Trump imposed ...

FingerLakes1.com2d

Nvidia stock dips as China rivals gain spotlight at AI conference

Nvidia’s stock slips as Chinese chipmakers like Huawei dominate Shanghai’s AI expo amid U.S. trade restrictions.

13d

How Nvidia’s Jensen Huang Persuaded Trump to Sell A.I. Chips to China

With help from a longtime Silicon Valley investor turned White House insider, Mr. Huang got the administration to reverse ...

11don 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 ...

1d

The Nvidia China Revenue Return: Could It Be Irrelevant?

Nvidia's China revenue may return, but recovery faces challenges. Explore market insights on valuation, growth, and impact of ...

2don MSN

Don't Blink: Here's How Nvidia Could Become the First $5 Trillion Company by the End of 2025

Just because it's already the biggest company in the world by market cap doesn't mean the GPU leader doesn't have a lot of ...

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