NVIDIA Corporation (NVDA)
Billionaire David Tepper Just Sold These 3 Artificial Intelligence (AI) Stocks but Loaded Up on Nvidia
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Nvidia halts production of China-focused H20 AI chip
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) has instructed suppliers to pause production of its H20 artificial intelligence chip, a model developed specifically for the Chinese market, according to industry reports. The company told US-based Amkor Technology, which handles advanced packaging, and South Korea's Samsung Electronics, which provides high-bandwidth memory, to suspend work on the chip this week.
Nvidia chief says H20 chip shipments to China not a security concern
Shipping Nvidia's H20 chips to China was "great" for Beijing and Washington and not a security threat, the tech giant's chief said Friday.
Nvidia's Huang says TSMC among all-time greats: Buying its stock is ‘very smart'
Nvidia CEO Jensen Huang spoke to reporters during a visit to Taiwan. "I think TSMC is one of the greatest companies in the history of humanity, and anybody who wants to buy TSMC stock is a very smart person," he said.
Nvidia looking to halt H20 chip production after China cracks down on purchases, reports say
According to the sources cited by the Information, Nvidia sent communications regarding a pause in H20-related production to Amkor Technology and Samsung Electronics. The directive comes weeks after the Chinese government reportedly told local tech companies to stop buying the chips due to alleged security concerns.
Nvidia orders halt to H20 chip production after China directive, The Information says
Nvidia has told some of its component suppliers to suspend production work related to H20, its AI chip tailor-made for the Chinese market, The Information reported on Thursday, citing two people with direct knowledge of the communications.
Why Nvidia Matters More To Markets Than The Fed
Markets move on gaps between reality and expectations. I expect the gap that could emerge after Nvidia reports second-quarter earnings next Wednesday will move markets more than whatever Federal Reserve Chair Jerome Powell says on Friday in Jackson Hole, Wyoming.
Machine learning algorithm predicts Nvidia stock price on September 1, 2025
While not without competition, Nvidia (NASDAQ: NVDA) is still the king of the semiconductor industry. However, some recent market developments, in particular the company's obligation to pay the government a 15% share on some of its sales in China as part of the renewed shipping deal, have generated a lot of speculation regarding the short-term future of the stock.
Why Nvidia (NVDA) is a Top Growth Stock for the Long-Term
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Nvidia faces potential China blow ahead of next week's earnings
In of Nvidia Corp (NASDAQ:NVDA, ETR:NVD) highly anticipated earnings next week, there were reports that the company faces fresh pressure in China that could dent its eagerly awaited reopening of this key market. Following negotiations with the US government, the big news in the earnings would have been comments on the resumption of sales of its restricted H20 chip to China.
Nvidia: Sell Before It's Too Late
Despite getting the opportunity to once again sell H20 AI accelerators in China, Nvidia Corporation's overall upside from this development could be limited. Nvidia's overexposure to a handful of major customers is another major risk, considering that hyperscalers are testing their own AI accelerators. Considering that NVDA stock already remains overvalued, especially after the latest rally, we decided to stick with our Sell rating for its stock.
The Week Ahead: GDP Update, Nvidia Earnings to Stir the Pot
As August comes to a close, investors can expect one last slew of pertinent economic data and another round of earnings reports.
