While the public has growing concerns after NVIDIA’s earnings call on H20 related issues and the uncertainties in the Chinese market, CNBC, citing NVIDIA’s 10-Q filing, points out overly client concentration may be another problem. According to the report, two customers accounted for 39% of NVID...

Is NVIDIA’s record-breaking AI run starting to crack? Revenue jumped 56% to $46.7 billion in the quarter ending in July, but that was its slowest growth in over two years, Bloomberg and CNBC note. Analysts cited by the reports caution that cloud giants may be easing data center expansion, while Ch...

According to South Korean media outlet Hankyung, citing sources, NVIDIA is working to reinforce its position in the HBM value chain by taking on the design of the “logic die,” a core component of HBM, starting in the second half of 2027, while also planning to diversify where it sources them. ...

Caught between the newly lifted U.S. export restrictions and China’s pressure on domestic firms not to use the H20, NVIDIA has reportedly asked key suppliers to pause production of the China-focused AI chip, according to Reuters, citing The Information. As per the reports, the U.S. chipmaker to...

NVIDIA CEO Jensen Huang visited Taiwan again today (August 22), marking his third trip this year. According to Liberty Times, he said the visit was to prepare for the upcoming mass production of the Rubin platform, adding that he would personally meet with TSMC Chairman C.C. Wei to thank the company...