Subject


Nvidia


2025-04-25

[News] Cloud Giants Face Investment Skepticism—Amazon and Google Say AI Push Continues

Amid growing concerns about a potential economic downturn, there has been heightened attention on whether cloud service providers (CSPs) are scaling back their investments in AI. However, according to CNBC and Reuters, executives from Amazon and Google both stated that the pace of building AI data c...

2025-04-22

[News] Huawei’s 910C AI Chip Reportedly Gears Up for Mass Shipment in May Amid U.S. Curbs on NVIDIA

Following the recent U.S. export restrictions on NVIDIA’s H20, Huawei appears poised to fill the gap in China’s AI chip market. According to Reuters, the company is expected to begin mass shipments of its Ascend 910C as early as May. Sources cited by the report unveiled that some of the chips...

2025-04-21

[News] NVIDIA CEO Rumored to Meet DeepSeek’s Founder during His Visit in China

As per CCTV News, on April 17, NVIDIA CEO Jensen Huang arrived in Beijing at the invitation of the China Council for the Promotion of International Trade (CCPIT). His visit to China sends a positive signal of cooperation and demonstrates NVIDIA’s long-term commitment to the Chinese market. Duri...

2025-04-17

[News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for High-end Products Like Gaudi

Intel seems to be start feeling the heat from Washington’s latest AI chip export curbs. Following NVIDIA and AMD, Team Blue now needs a license to sell certain high-end AI chips—like its Gaudi series—to the Chinese market, according to Reuters, citing Financial Times. The reports suggest th...

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...

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