The U.S. continues to enforce strict restrictions on chip exports to China. According to CNN, NVIDIA CEO Jensen Huang says the company will no longer include the Chinese market in its revenue and profit forecasts, adding that he does not expect U.S. export controls to be lifted. U.S. restrictions...

NVIDIA has reported its financial results for the first quarter of fiscal 2026, ended April 27, 2025, with revenue exceeding expectations, according to a report from ijiwei, citing Reuters. However, the report also notes that the company’s second-quarter forecast fell short of market estimates, as...

With NVIDIA’s earnings call just 24 hours away, the spotlight is on how the U.S. AI chip powerhouse will steer through looming tariff threats and the H20 bans. Here’s a comprehensive snapshot of the key issues on what the market needs to watch as NVIDIA reveals its outlook. H20 Restrictions a...

After NVIDIA’s H20 has been restricted by the latest U.S. AI chip export curbs, the U.S. chip giant has been reportedly working on a new chipset targeting the market. According to Reuters, the Blackwell-based chip could debut as early as June and cost over 30% less than the H20. Reuters points ...

According to Commercial Times, NVIDIA is reportedly shifting to develop a new custom AI chip for the Chinese market based on its latest Blackwell architecture, replacing the H20. The move is expected to boost demand for TSMC’s 4nm process, the report highlights. As Reuters notes, CEO Jensen Hua...