nvidia

nvidia CEO Jensen Huang has acknowledged the company has largely conceded China's AI chip market to Huawei due to US export restrictions, with nvidia's market share in the region dropping to zero. Huang praised Huawei's strength and its local chip ecosystem, stating nvidia has "evacuated that market."

nvidia CEO Jensen Huang confirmed China remains crucial for the company's $1 trillion sales forecast, including a new $200 billion CPU market. Despite US-China tensions, Huang emphasized serving the vital Chinese market. nvidia is also ramping up production for its next-generation 'Vera' CPU and GPU platform, aiming to capture the burgeoning agentic AI sector.

nvidia has achieved record-breaking first quarter results for fiscal year 2027. Revenue surged significantly, fueled by strong demand for its data center and AI offerings. The company is also updating its business segment reporting structure. nvidia anticipates continued strong performance in the upcoming quarter.

nvidia CEO Jensen Huang issued a stark warning: failing to embrace AI could cost jobs. He believes AI will automate routine tasks, boosting creativity and decision-making, potentially doubling global GDP. Huang also admitted nvidia has largely lost China's AI chip market to Huawei due to US restrictions, with their market share dropping to zero.

China has reportedly banned nvidia's RTX 5090D V2 graphics card, a modified version of its top-tier chip, just after US President Trump's visit. This move, aimed at fostering domestic AI chip development, effectively cuts off Chinese developers from accessing nvidia hardware, a scenario nvidia CEO Jensen Huang has warned could backfire by accelerating China's self-sufficiency.

nvidia's market share in China has fallen to zero. CEO Jensen Huang believes the market will eventually reopen. US President Donald Trump discussed chip issues with Chinese leaders. China is prioritizing homegrown chips from companies like Huawei. This situation poses a significant risk to nvidia's substantial business opportunities in the region.

Indian markets mirrored global trends as US stocks dipped, pressured by rising oil prices and Treasury yields, despite nvidia's stellar earnings. While AI enthusiasm cooled, a resilient US economy and strong export data from Japan offered some bright spots. However, concerns over geopolitical tensions and inflation persisted, impacting investor sentiment.

nvidia's market value soared past $5.5 trillion, solidifying its status as the world's most valuable company. With shares climbing, CEO Jensen Huang's wealth also saw a significant boost. Ahead of its earnings report, analysts caution investors about potential stock dips, citing past performance of similar tech giants. nvidia's data center business continues to be a major revenue driver.

nvidia CEO Jensen Huang joined Donald Trump's Beijing summit at the last minute, boarding Air Force One in Alaska, but China still won't approve H200 AI chip purchases. Trump said Beijing "chose not to" because it wants homegrown silicon. With DeepSeek now running on Huawei chips and 10 cleared Chinese firms yet to place orders, nvidia's China stalemate looks set to drag on.

nvidia CEO Jensen Huang's midnight call to Abridge CEO Shiv Rao offered a pivotal leadership lesson: 'fall in love with whatever the job is.' Huang, an investor in Abridge, shared this philosophy, emphasizing that passion can be cultivated. Rao adopted this mindset, embracing unexpected responsibilities like frequent travel, transforming his approach to entrepreneurship and growth.

nvidia CEO Jensen Huang dismissed calls for a complete US cutoff of advanced AI chips to China, deeming the idea "ridiculous." He argued that such bans would backfire, forcing China to build an independent tech ecosystem and harming US global dominance. Huang advocates for continued competition and international sales to keep AI development within the American tech ecosystem.

President Donald Trump's latest disclosure reveals more than 3,700 stock trades worth $220 million to $750 million in Q1 2026, with heavy buying and selling in Microsoft, Meta, Amazon, and nvidia. The filing shows nvidia and AMD purchases days before key US chip export approvals for China, reigniting conflict-of-interest concerns. The White House denies any wrongdoing, citing a discretionary trust managed by Trump's children.

nvidia CEO Jensen Huang was added to President Trump's China visit delegation at the last minute, reportedly at Trump's personal request. Huang's presence was seen as a political liability due to ongoing US-China tensions over advanced chip sales to China, a market where nvidia has lost significant share.

AI firm Anthropic is reportedly in early discussions with Microsoft to rent server space powered by the tech giant's custom-designed AI processors. This move aims to diversify Anthropic's hardware backend and reduce reliance on nvidia, following a significant infrastructure deal with Google. The potential partnership underscores a broader industry trend of reducing dependence on nvidia's dominant AI chips.

US approved major Chinese tech giants like Alibaba and Tencent to acquire nvidia's advanced H200 AI chips. However, no sales have materialized as Beijing reportedly discourages domestic firms from buying foreign technology, prioritizing the development of its own chip industry, particularly Huawei's. nvidia's CEO is now in China, hoping for a breakthrough.

Intel CEO Lip-Bu Tan and nvidia CEO Jensen Huang showcased a united front at Carnegie Mellon University, where Tan personally hooded Huang for his honorary doctorate. Tan also confirmed the "full steam ahead" partnership between Intel and nvidia, highlighting their collaboration on new products for data centers, servers, and PCs.

nvidia's upcoming earnings report is anticipated to showcase robust growth fueled by AI demand. However, investors' sky-high expectations, as seen with Palantir's recent stock dip despite strong results, signal potential market jitters. While nvidia leads the AI chip race, rising competition and the long road to AI profitability pose challenges.

nvidia CEO Jensen Huang has surpassed Michael Dell on Forbes' real-time billionaires list, with Huang's net worth reaching $191.5 billion. This shift occurred as nvidia's stock surged due to AI demand, while Dell Technologies saw a decline following President Trump's public praise and encouragement to buy Dell products.

Elon Musk seemingly confirmed a 'true friendship' with nvidia CEO Jensen Huang by resharing a post highlighting their decade-long connection. Huang revealed he helped Musk build early Tesla computers and was his first customer for the DGX-1 supercomputer in 2016. Musk recently expressed admiration, confirming Tesla and SpaceX will continue purchasing nvidia AI chips.

US prosecutors suspect Bangkok-based OBON Corp.—a company central to Thailand's national AI strategy—of acting as the middleman in a $2.5 billion scheme to smuggle nvidia-equipped Supermicro servers into China, with Alibaba among the alleged end customers. Bloomberg identified OBON as the unnamed "Company-1" in a March federal indictment that charged Supermicro co-founder Wally Liaw with violating US export control law. OBON and Alibaba have not been charged.

nvidia CEO Jensen Huang dismisses fears of AI destroying jobs, calling the notion 'false'. He argues AI tools enhance productivity, enabling faster work and larger-scale projects. Huang cites radiology and software engineering as examples where AI has increased demand for professionals, leading to more job creation overall.

nvidia CEO Jensen Huang urged graduates to embrace AI's transformative power, calling it a "once-in-a-generation opportunity." He emphasized that this technological revolution will create new jobs across various sectors, not just in tech. Huang reassured students that AI's rise will expand human potential, not diminish it, encouraging them to actively shape the future.

Google plans a massive $190 billion investment in AI infrastructure, a six-fold increase from 2022, signaling a strong push into custom silicon with its new TPU 8th generation. This strategic move aims to reduce reliance on third-party chip suppliers like nvidia, enhancing both training and inference capabilities for its AI models and services.

Donald Trump has landed in Beijing with 17 American companies in tow, worth a combined $16.47 trillion—roughly 90% of China's entire 2025 GDP. Jensen Huang joined at the last minute, boarding Air Force One in Anchorage. nvidia and Apple alone account for $9.7 trillion of that, while Meta sent its policy chief after Beijing blocked its $2 billion Manus deal.

US stocks edged higher, nearing record highs as easing bond market pressure and strong corporate earnings bolstered investor sentiment. Treasury yields slightly retreated, offering relief from rising borrowing costs. Oil prices also declined, though gasoline prices continued to climb. Investor focus now shifts to nvidia's upcoming earnings report.

President Trump is leading a delegation of top American CEOs, including Elon Musk and Tim Cook, to Beijing for high-stakes trade talks. The visit aims to secure massive deals, with a potential blockbuster order for Boeing aircraft being a key focus. Notably absent is nvidia CEO Jensen Huang, as the trip prioritizes agriculture and commercial aviation over high-end semiconductors.

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