Nvidia AI Demand Surge

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Repair demand booms in China for banned products

Surge in Demand for Nvidia AI Chip Repairs in China Amid U.S. Restrictions

Demand for repairing Nvidia AI chips has surged in China despite U.S. export bans on these products. Around a dozen boutique repair companies in Shenzhen are now servicing Nvidia's H100 and A100 GPUs.

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China sees surge in Nvidia AI chip repair businesses despite export bans

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Nvidia AI chips: repair demand booms in China for banned products

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Nvidia addresses AI chip smuggling, says bootleg data centers are a ‘losing proposition'

The U.S. government had effectively blocked sales to China in April when it told the company it would require a license.

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Demand for repairs of U.S.-banned Nvidia AI chips soars in China - report

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FirstFT: Trump adds to pressure on Powell with highly unusual Fed visit

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Nvidia Stock Gets Price Target Bump From Citi on 'Sovereign AI' Demand Surge

Nvidia is poised to take advantage of growing demand for sovereign artificial intelligence, Citi analysts wrote Monday.

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China appeals for standardization in AI governance days after Trump’s deregulation push

China’s Premier Li Qiang spoke at the World AI Conference in Shanghai, calling for the establishment of an international institution to guide AI collaboration just days after Washington moved to loosen its industry oversight.

What TSMC's surge reveals about AI demand

Taiwan Semiconductor Manufacturing Company's (TSM) earnings results are giving tech a boost and easing near-term artificial intelligence (AI) worries. Matt Bryson, Wedbush Securities managing director of equity research,

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Nvidia sales surge in the fourth quarter on demand for AI chips

LOS ANGELES (AP) — Nvidia on Wednesday reported a surge in fourth-quarter profit and sales as demand for its specialized Blackwell chips, which power artificial intelligence systems, continued ...