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Tom's Hardware on MSN14h
China plans 39 AI data centers with 115,000 restricted Nvidia Hopper GPUs — move raises alarm over sourcing, effectiveness of bans
China plans to build 39 AI data centers using over 115,000 restricted Nvidia GPUs, with 70% going to a massive site in ...
China Wants 115,000 Nvidia Chips to Power Data Centers in the Desert
A Bloomberg analysis of documents and company filings show how China is building giant data centers in the desert to fuel its ...
Performance Vs. Expectations: Rethinking Nvidia And AMD Valuations
Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity ...
US senators warn Nvidia’s CEO over upcoming China trip
Jensen Huang is told to refrain from meeting with companies suspected of undermining US chip export controls. Read more at ...
Nvidia Stock Falls From Historic High. Why China Is Key to a Further Rally.
Nvidia shares were down 0.8% at $162.86 in premarket trading, in line with a slump in wider market futures. The stock rose 0.8% on Thursday and the company became the first to close above $4 trillion, ...
Nvidia's China ban effectively hands country's AI market to Huawei, says Bernstein's Stacy Rasgon
Stacy Rasgon, Bernstein senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's rally to a $4 trillion market cap, the ban on sales to China and what's next for the semiconductor sector.
Nvidia Is the First $4 Trillion Company. Here's Why It Could Still Soar Higher.
Nvidia's market cap just hit $4 trillion, and it could rise further on positive market sentiment. Nvidia stock offers ...
The Information11h
Huawei AI Chip Redesign Aims to Break Nvidia’s China Dominance
China’s Huawei Technologies is plotting a fundamental redesign of its next artificial intelligence chip in a bid to seize ...