Nvidia CEO Jensen Huang told CNBC that US export controls on China have hurt his business, but Chinese companies will find ways to innovate.

U.S. chip giant Nvidia is increasingly warning investors about competition from Huawei, despite U.S. restrictions on the Chinese telecommunications company.

Hopium Meeting Reality. Please click here for an enlarged chart of Hims & Hers Health Inc (HIMS). Note the following: In many

Gil Luria of DA Davidson highlighted increased competition from China and declining profit margins as concerns for Nvidia.

Two major Wall Street indexes saw their fourth straight decline on Tuesday, as Treasury yields and the dollar retreated on signs of softening U.S. growth and uncertainty over Trump administration policies.

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

Ben McMillan, chief investment officer and co-founder of IDX Advisors, said potential extreme measures under the Trump administration -- such as further restrictions on the quantity and types of Nvidia chips that can be exported to China -- would be a "real concern" for the AI powerhouse.

Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export restrictions.

Nvidia released its financial results for the fourth quarter of fiscal year 2025 (February 2024 to January 2025), showcasing remarkable growth across all key metrics. The company reported record sales of US$39.

Chinese tech giants Tencent, Alibaba, and ByteDance are ramping up orders for Nvidias (NASDAQ: NVDA) H20 AI chip due to soaring demand for DeepSeeks cost-efficient AI models, sources told Reuters. This surge

Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global attention.