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Scotiabank sees Oracle as an AI infrastructure breakout, forecasting $10B GPU revenue in 2026 and a $300 stock price target.
Nvidia founder and CEO Jensen Huang has been active on the government relations and lobbying front, and now he’s got ...
Nvidia stock hits record highs as U.S. export licenses unlock access to China’s $50B AI market. Click here to read an ...
Currency risk is limited as most transactions are made in USD. Intellectual property theft is a major risk. The most high-profile incident was TSMC’s settlement with SMIC, in which the firm received ...
Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.
Nvidia said overnight that it had been given assurances that it could sell its H20 artificial-intelligence chips in China ...
President Donald Trump’s administration has barred Nvidia Corp. from selling its H20 chip in China, an escalation of Washington’s tech battle with Beijing that will cost the company billions of ...
Nvidia Corporation's $4T valuation is driven by AI growth, global partnerships, and quantum computing. Click to explore why ...
Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?
Nvidia became the first publicly traded company to reach a market cap of $4 trillion last week, as investors remain bullish ...
Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...
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Tom's Hardware on MSNNvidia to resume H20 sales in China — says U.S. government has promised to grant licenses, deliveries to start soonNvidia CEO Jensen Huang has been busy lobbying the U.S. and China so that the company can resume the sales of its H20 AI GPUs.
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