Alibaba Shows China May Be the Next Frontier for Nvidia and AMD

Alibaba, the Chinese online retail and cloud computing giant, has emerged as one of China’s AI leaders this year, ...
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Alibaba hints China is Nvidia and AMD’s next big battleground

Alibaba’s reported interest in a massive new batch of AI accelerators signals that the next phase of the global chip race ...

Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions

Singapore-based Megaspeed has imported tens of thousands more chips than Nvidia saw when checking its data centers.

After Nvidia’s White House ‘coup,’ China may not be buying

Nvidia CEO Jensen Huang appeared to have scored big on Monday when the White House approved sales of his company’s H200 chips to China. But China may prefer Chinese-made chips—or smuggled ones.

'Big Short' investor Michael Burry warns the US will lose the AI race to China if it banks on Nvidia's 'power hungry' chips

Michael Burry of "The Big Short" fame said the US needs to shift away from "power-hungry" chips, but Nvidia has a "death grip ...

Nvidia: Poised To Unlock $6 Trillion In 2026

Nvidia is a strong buy for 2026, with AI-driven growth and robust R&D set to boost its valuation. Click here to read my ...

Don't call it a tax hike? Trump's demand for a cut of Nvidia's China profits raises novel questions

Some Democratic lawmakers say Trump is intruding on congressional authority or may be breaking the law by demanding a price ...
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Nvidia chief: China has 2x US energy capacity despite smaller economy

Nvidia chief Jensen Huang has delivered a blunt warning about the balance of power in artificial intelligence, arguing that ...