If Nvidia extends the strategy beyond China, AMD and Intel could come under pricing pressure, particularly in cost-sensitive segments of the AI market.

Nvidia appears ready to unveil yet another chip explicitly designed for the Chinese market. According to multiple media reports, the company plans to launch a specific chip for China based on its ...

The company reported revenue of $44.06 billion for the quarter ending April 27, 2025, exceeding expectations of $43.31 ...

Nvidia was "noticeably coy about its limited options" in China during its earnings call, according to Benchmark Research analyst Cody Acree. The U.S. government has blocked Nvidia from selling its H20 ...

The H20 — a chip Nvidia specifically designed to comply with earlier export restrictions — had become central to the company’s China strategy ... commitment to the market, saying the ...

The H20 was introduced by Nvidia after the Biden administration restricted AI chip exports in 2022. It's a slowed-down ...

Nvidia stock rises on China chip strategy View all comments (1) 1 MSFT 0.35% NVDA 1.67% META 3.62% TCEHY 2. ... The data and prices on the website are not necessarily provided by any market or ...

Still, the U.S. is the greater market for Nvidia, accounting for around ... Nvidia's future strategy may depend on whether U.S.-China relations stabilize or deteriorate further, particularly ...

Nvidia faces new export license rules for selling chips to China and other countries. The Trump administration's decision could impact Nvidia's revenue. Its stock sank Wednesday. Analysts predict ...

The China market accounted for a smaller share of Nvidia's revenue in the first quarter ... So you can do lots of different strategies and things like that." Sosnoff also pointed out that Nvidia ...

Even if new China-bound chips are neutered compared to their global siblings, the ability to run CUDA and maintain compatibility with Nvidia’s toolchain could be enough to retain market traction.