AI, China and NVIDIA
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Nvidia is now the first company to surge past $4 trillion in market capitalization, rebounding from its DeepSeek-induced slump earlier this year. Other AI chipmakers, including AMD and China’s Huawei, are reporting strong financial results. Nearly every major chipmaker is now centering its strategy on AI. But what if AI doesn’t work out?
Microsoft Corporation (NASDAQ:MSFT) ranks among the best cloud stocks to buy according to Wall Street analysts. The Information reported on July 2 that Microsoft Corporation (NASDAQ:MSFT) is altering its strategy for internally designed AI server chips,
Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.
LG Electronics Inc. shares advanced in Seoul after a local media report that the company is developing cutting-edge tools for making the memory chips that work alongside AI processors designed by Nvidia Corp.
The visit—Huang’s third to China this year—coincided with a series of significant developments: regulatory approval for Nvidia’s H20 AI chip, an upcoming launch of the RTX Pro GPU, and a record-breaking market capitalization that pushed Nvidia past $4.1 trillion, surpassing Japan’s 2024 GDP.
Innovations in assistive AI and, ultimately, increased autonomy with agentic AI will redefine what engineers can achieve within the chip design cycle.
Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.
Assuming NVIDIA can produce enough H200s to meet skyrocketing demand, the new chips can go a long way to supercharge generative AI development, reducing training times and model adjustments from ...
The latest development is a light-manipulating AI chip that is so small it can sit at the end of an optical fiber, yet it is still powerful enough to process information at the speed of light.
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U.S. legislators criticize decision to resume Nvidia H20 GPU shipments to China — demand new export rules for AI hardwareLegislators criticize the U.S. government for allowing AMD and Nvidia to sell AI GPUs to China again, but instead of reinstating the ban, they call for new export rules based on what China can build itself.
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