Nvidia

Trump says “it's possible I'd make a deal” to let Nvidia sell Blackwell chips “enhanced in a negative way” in China and confirms a 15% fee on H20 chip sales (t.co)
2025-8-12 Trump China Nvidia

Trade experts: Nvidia and AMD's deal to export AI chips to China and pay the US 15% of revenue is “unprecedented” and a sign of “a new and dangerous world” (www.bloomberg.com)
2025-8-11 China AI Nvidia AMD

US government to take cut of Nvidia and AMD AI chip sales to China (indianexpress.com)
2025-8-11 China AI Nvidia AMD

Chinese state media says Nvidia H20 chips not safe for China (indianexpress.com)
2025-8-11 China Nvidia

Sources: Nvidia and AMD agreed to pay the US government 15% of revenues from H20 and MI308 chip sales in China to obtain export licenses granted last week (t.co)
2025-8-11 China Nvidia AMD

US licenses Nvidia to export chips to China, official says (indianexpress.com)
2025-8-10 China Nvidia

Jensen Huang says he reviews salaries of all 42,000 Nvidia staffers: Here's how (indianexpress.com)
2025-8-10 Nvidia

Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999 (sherwood.news)
2025-8-9 Microsoft Nvidia

Sources: the US has started issuing licenses to Nvidia to export H20 chips to China following weeks of inaction, after Jensen Huang met Trump on Wednesday (t.co)
2025-8-9 Trump China Nvidia

Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise capital and acquire an AI company meant to help it compete against Nvidia and AMD (www.wsj.com)
2025-8-9 Intel AI Nvidia AMD

Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise new capital and acquire an AI company meant to help it compete against Nvidia (www.wsj.com)
2025-8-8 Intel AI Nvidia

SoftBank reports Q1 net profit of $2.87B, vs. ~$850M est., boosted by its Nvidia investment and says Vision Fund has a “late-stage portfolio valued at $45B” (t.co)
2025-8-7 Nvidia

Shares of Hong Kong-listed Chinese chipmaker InnoScience closed up 31% on August 1, after Nvidia named the company as a supplier for its 800V HVDC architecture (www.bloomberg.com)
2025-8-7 China Hong Kong Nvidia

Filings: SoftBank increased its Nvidia stake to ~$3B in Q1 and bought ~$330M worth of TSMC stock; source: Vision Fund monetized almost $2B of assets in H1 2025 (www.bloomberg.com)
2025-8-7 Nvidia Asset

The US DOJ says two Chinese nationals were arrested in California and charged with illegally shipping AI chips, like Nvidia H100s, to China from 2022 to 2025 (www.reuters.com)
2025-8-7 China AI Nvidia California

Nvidia says its GPUs do not contain backdoors, kill switches, or spyware, and hard-coded, single-point controls like kill switches undermine trust in US tech (blogs.nvidia.com)
2025-8-7 Nvidia

Analyst: China summoning Nvidia over alleged H20 security risks shows it “wants to use the Nvidia case to show China is a buyer, but it won't be a blind buyer” (www.bloomberg.com)
2025-8-7 China Nvidia

Sources: thousands of US export license applications, including for Nvidia's shipments of AI chips to China, are stalled due to US Commerce Department turmoil (www.reuters.com)
2025-8-2 China AI Nvidia

Sources: CapitalG and Nvidia are in talks to invest in Vast Data, which could value the AI infrastructure provider at ~$30B, up from $9.1B in 2023 (www.reuters.com)
2025-8-1 AI Nvidia

China Claims Nvidia Built Backdoor Into H20 Chip Designed For Chinese Market (slashdot.org)
2025-8-1 China Nvidia

SK Hynix passed Samsung as the world's top memory maker in Q2, reporting $15.6B in memory revenue vs. Samsung's $15.2B, as Nvidia heavily relies on its products (www.bloomberg.com)
2025-7-31 Samsung Nvidia

The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips (www.reuters.com)
2025-7-31 China AI Nvidia

Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after shares jumped 8%+ in after-hours trading on better-than-expected results (www.cnbc.com)
2025-7-31 Microsoft Nvidia

Nvidia orders 300,000 H20 chips from TSMC due to robust China demand (indianexpress.com)
2025-7-29 China Nvidia

Sources: Nvidia ordered 300K H20 chips from TSMC last week, adding to inventory of 600K to 700K, amid strong China demand after Trump admin cleared H20 sales (www.reuters.com)
2025-7-29 Trump China Nvidia

Huawei Shows Off 384-Chip AI Computing System That Rival Nvidia's Top Product (hardware.slashdot.org)
2025-7-28 AI Nvidia

Huawei debuts the CloudMatrix 384 AI computing system, which outperforms Nvidia's most advanced GB200 NVL72 system on some metrics, according to SemiAnalysis (www.reuters.com)
2025-7-27 AI Nvidia

A look at efforts by startups, such as Positron and Groq, to develop inference-focused chips that aim to be more energy efficient and performant than Nvidia's (www.wsj.com)
2025-7-27 Energy Startup Nvidia

Huawei shows off AI computing system to rival Nvidia's top product (indianexpress.com)
2025-7-26 AI Nvidia

Nvidia CEO Jensen Huang says AI will create more millionaires in 5 years than the Internet did in 20 (indianexpress.com)
2025-7-25 AI Nvidia

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