Nvidia

The Trump administration's restrictions on AI chip exports by Nvidia, AMD, and Intel to China could help turn Huawei into a global chip-making powerhouse (www.nytimes.com)
2025-4-19 Trump China Intel AI Nvidia AMD

Tech shares fall after Nvidia says new US controls on exports of AI chip will cost it $5.5 billion (indianexpress.com)
2025-4-18 AI Nvidia

Nvidia CEO Jensen Huang arrived in China on April 16 and visited Beijing on April 17, a source says to meet officials to discuss Trump's new chip export rules (t.co)
2025-4-17 Trump China Nvidia

Sources: Nvidia has privately pushed back against new US export rules, arguing China can already make some H20-level chips; Nvidia sold ~$12B of H20s in FY 2024 (www.wsj.com)
2025-4-17 China Nvidia

The US House opens a probe on whether Nvidia knowingly provided AI tech to DeepSeek in violation of US rules and asks Nvidia for details on its Asian customers (www.nytimes.com)
2025-4-17 AI Nvidia

Tech stocks plunge amid uncertainty over US tariff plans and China export controls: AMD, Nvidia, and ASML dropped 7%, Applied Materials and Lam Research fell 5% (www.cnbc.com)
2025-4-17 China Nvidia AMD

Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips (t.co)
2025-4-17 Trump China Intel AI Nvidia

UBS: Nvidia's $5.5B inventory charge indicates ~$13B in actual H20 sales; Nvidia reported $17.11B in FY 2025 revenue from China, up from $10.31B in FY 2024 (www.wsj.com)
2025-4-17 China Nvidia

Nvidia GeForce RTX 5060 Ti 16GB review: great value and performance, and GDDR7 offers more bandwidth, but the GPU's pricing and availability remain uncertain (www.tomshardware.com)
2025-4-16 Nvidia

Data orchestration startup Hammerspace, which counts Nvidia, Meta, Tesla, Palantir, and the DOD as clients, raised $100M, sources say at a $500M+ valuation (techcrunch.com)
2025-4-16 Startup Tesla Nvidia

Sources: Nvidia did not warn at least some major customers in advance about new US export rules on its H20 chips to China; the US told Nvidia about a week ago (www.reuters.com)
2025-4-16 China Nvidia

A look at Huawei's AI CloudMatrix 384 rack-scale system, which is less power-efficient than Nvidia's GB200 NVL72, though this is not a limiting factor in China (semianalysis.com)
2025-4-16 China AI Nvidia

Nvidia Makes Mess Afterhours, Discloses $5.5 Billion in Charges due to US Export Restrictions on its H20 Chip for China (wolfstreet.com)
2025-4-16 China Nvidia

Nvidia faces $5.5 billion charge as US restricts chip sales to China (indianexpress.com)
2025-4-16 China Nvidia

Filing: Nvidia says it will record a $5.5B charge after the US said it would require a license to export the H20 chips to China; NVDA drops 6%+ after hours (www.cnbc.com)
2025-4-16 China Nvidia

Nvidia unveils its RTX 5060 family, including the RTX 5060 Ti with 4,608 CUDA cores for $379 with 8GB of VRAM or $429 for 16GB of VRAM, launching on April 16 (www.theverge.com)
2025-4-15 Nvidia

Nvidia's $500B US spending plan follows a familiar pattern of companies trying to please President Trump and offers few details on what AI gear would be US-made (www.wsj.com)
2025-4-15 Trump AI Nvidia

Nvidia To Make AI Supercomputers in US for First Time (news.slashdot.org)
2025-4-15 AI Nvidia

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years (techcrunch.com)
2025-4-14 AI Nvidia

Alphabet, Nvidia invest in OpenAI co-founder Sutskever's SSI: Report (indianexpress.com)
2025-4-12 Nvidia Alphabet

Source: Alphabet and Nvidia are among investors backing Safe Superintelligence; Google Cloud announced on April 9 that SSI is using its TPUs for AI research (www.reuters.com)
2025-4-12 Google AI Nvidia Alphabet

China exempts products from AMD, Nvidia, Intel, Qualcomm, and others that are made by Taiwanese companies like TSMC from the 125% tariff on US products (www.tomshardware.com)
2025-4-12 China Taiwan Intel Nvidia AMD

The Nasdaq falls 4%, with Meta closing down 7%, Nvidia down 6%, Amazon down 5%, and Apple down 4% as the White House say Trump's tariffs on China now total 145% (www.cnbc.com)
2025-4-11 Trump China Amazon Apple Nvidia

The Nasdaq falls 6%+, with Apple down 7%+, Nvidia down 8%+, and Meta down 7%+, as the White House confirms that Trump's tariffs on China now total 145% (www.cnbc.com)
2025-4-11 Trump China Apple Nvidia

Nasdaq jumps 12% after Trump announced a 90-day tariff pause, with Nvidia up 19%, Apple up 15%, Meta up 15%, Amazon up 12%, Microsoft up 10%, Alphabet up 10% (www.cnbc.com)
2025-4-10 Trump Amazon Microsoft Apple Nvidia Alphabet

Sources: after Jensen Huang went to Mar-a-Lago last week, the White House reversed course on Nvidia H20 export restrictions to China, in the works for months (www.npr.org)
2025-4-10 China Nvidia

US tech stocks fall for a third session as markets open: Apple, Nvidia, and Tesla drop 6%+ each, Meta and Amazon fall 3%+, and Microsoft and Alphabet fall 1%+ (www.cnbc.com)
2025-4-7 Amazon Microsoft Apple Tesla Nvidia Alphabet

Global chip stocks drop as the US tariff rout intensifies, extending losses from last week; Nvidia, Intel, ASML, SK Hynix, Infineon, and STMicro all fall (www.wsj.com)
2025-4-7 Intel Nvidia

SandboxAQ, which uses quantum computing to develop AI, raised a $150M Series E extension from Google, Nvidia, and others, taking its total funding to $950M+ (www.reuters.com)
2025-4-6 Google AI Nvidia Quantum

Tech stocks fell for a second day following Trump's tariffs announcement: Nvidia closed down 7.4%, Apple 7.3%, Netflix 6.7%, Meta 5%, and Amazon 4.2% (variety.com)
2025-4-5 Trump Amazon Apple Netflix Nvidia

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