Subject


Nvidia


2025-04-16

[News] NVIDIA Reportedly Takes $5.5B Charge Over U.S. H20 Sales Restrictions, Risks $18B Revenue Loss in 2025

Shortly after announcing a massive $500 billion AI investment in the U.S., NVIDIA said it would take a $5.5 billion charge after the U.S. restricted exports of its H20 AI chip to China, according to Reuters and Bloomberg. The Bloomberg report suggests that NVIDIA’s $5.5 billion writedown signal...

2025-04-15

[News] NVIDIA Plans $500 billion AI Investment in U.S., with Taiwan’s TSMC and Foxconn Leading the Charge

Shortly after Trump signaled new tariffs on chips coming over this week, NVIDIA announces plans to pour up to $500 billion into U.S. AI server production over the next four years. Notably, Taiwanese tech giants like TSMC and Foxconn are set to play key roles in driving this massive initiative, accor...

2025-04-11

[News] U.S. Halts NVIDIA H20 Export Curbs, with Samsung Reportedly Seeking to Rejoin 8H HBM3e Supply

U.S. export restrictions on NVIDIA’s H20, previously set for this week, have reportedly been delayed, giving South Korean memory firms a breather. However, as indicated by Sedaily and Business Korea, Samsung, which used to supply HBM3E for H20 last year before deliveries paused lately, is eagerly ...

2025-04-10

[News] Trump’s Planned H20 Chip Curbs Reportedly Put on Hold after NVIDIA Pledges New AI Investments

Fueled by soaring demand for DeepSeek’s affordable AI models, NVIDIA’s H20 chip has become a sought-after asset in China—prompting concerns over possible new export curbs from the Trump administration. But in a surprising turn, the expected restrictions were put on hold shortly after NVIDIA CE...

2025-04-09

[News] NVIDIA Poised to Bypass U.S. Tariffs with 60% of AI Servers Reportedly Shipped from Mexico

According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports in 2024, not just NVIDIA’s. Still, given its mark...

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