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Nvidia's Huang touts 'full steam' AI spend while China uncertainty remains

cnbc.com Annie Palmer 2025-10-26 03:52:52

Nvidia stock fluctuated on Thursday as investors digested the company's latest earnings report, which signaled robust AI demand but provided little clarity on China. Sales surged 56% in the quarter to $46.74 billion, which was roughly in line Wall Street's projected $46.06 billion, according to LSEG. The company reported adjusted earnings per share of $1.05, just topping the $1.01 per share estimated by analysts. The better-than-expected results were clouded by concerns over Nvidia's future in

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NVIDIA is (really) profiting from the AI boom

engadget.com Unknown 2025-10-26 07:30:44

NVIDIA has revealed that its revenue for the second quarter ending on July 27 rose 56 percent compared to the same period last year, and that's without shipping any H20 chips to China. It reported a revenue of $46.7 billion and a net income of $26.4 billion. As CNBC has noted, the company previously said that H20 shipments to China could have added $8 billion in sales to its second quarter figures. Instead, the company was only able to release $180 million worth of the chips to a customer outsid

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Nvidia CEO Huang says bringing Blackwell AI chip to China 'is a real possibility'

cnbc.com Kif Leswing 2025-10-26 23:58:16

Nvidia CEO Jensen Huang waves to a crowd as he leaves the China International Supply Chain Expo (CISCE) in Beijing on July 17, 2025. Nvidia CEO Jensen Huang said there's a "real possibility" the company brings its advanced Blackwell processor to China as he urges the U.S. government to open up access for American chipmakers. He also predicted the artificial intelligence market in the world's second-biggest economy will grow 50% next year. "The opportunity for us to bring Blackwell to the Chin

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NVIDIA reportedly stops production of H20 AI chips

engadget.com Unknown 2025-11-04 11:30:20

NVIDIA has reportedly asked its suppliers to halt production related to its H20 AI chips for the Chinese market. According to The Information, the company told Arizona-based Amkor Technology and Samsung Electronics to put a pause on their work for the H20. Amkor produces advanced packaging for the H20 chips, while Samsung supplies memory for NVIDIA. Reuters has also reported that NVIDIA asked Foxconn, which is in charge of backend processing for the chip, to suspend its work. "We constantly mana

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China reportedly discouraged purchase of NVIDIA AI chips due to 'insulting' Lutnick statements

engadget.com Unknown 2025-11-07 11:30:55

Chinese regulators reportedly dissuaded local companies from purchasing NVIDIA's H20 chips, because they found certain statements by US commerce secretary Howard Lutnick "insulting." According to the Financial Times, the Cyberspace Administration of China (CAC), the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology (MIIT) teamed up to intensify their efforts to push the use of homegrown chips following Lutnick's remarks in an interview with

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NVIDIA is reportedly developing an AI chip for China more powerful than the H20

engadget.com Unknown 2025-11-12 21:30:57

NVIDIA is working on a new AI chip meant for the Chinese market that's more powerful than the H20, according to Reuters. It will reportedly be based on the company's latest Blackwell architecture, which can produce chips between seven and 30 times faster than its previous AI platform. Reuters says the product is tentatively named B30A and will have a single-die design, putting all its main components on a single piece of silicon. It will apparently be capable of half the computing power of NVIDI

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China tells Alibaba, ByteDance to justify purchases of Nvidia AI chips

arstechnica.com Unknown 2025-11-26 05:30:05

Beijing is demanding tech companies including Alibaba and ByteDance justify their orders of Nvidia’s H20 artificial intelligence chips, complicating the US chipmaker’s business in China after striking an export arrangement with the Trump administration. The tech companies have been asked by regulators such as the Ministry of Industry and Information Technology (MIIT) to explain why they need to order Nvidia’s H20 chips instead of using domestic alternatives, said three people familiar with the

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Nvidia claps back against Chinese accusations its H20 chips pose a security risk

cnbc.com Pia Singh 2025-11-29 03:47:28

Chip giant Nvidia pushed back Sunday in response to allegations from Chinese state media that its H20 artificial intelligence chips are a national security risk for China. Earlier in the day, Reuters reported Yuyuan Tantian, an account affiliated with Chinese state broadcaster CCTV, said in an article published on WeChat that the Nvidia H20 chips are not technologically advanced or environmentally friendly. "When a type of chip is neither environmentally friendly, nor advanced, nor safe, as co

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Nvidia denies its China-bound H20 AI chips have 'backdoors' after Beijing's security concerns

cnbc.com Dylan Butts 2025-12-15 15:19:03

China is one of Nvidia's largest markets, particularly for data centers, gaming and artificial intelligence applications. Nvidia has denied that its chips have any "backdoors" that would allow anyone to access or control them, after Chinese regulators summoned officials from the company to explain risks associated with its H20 chip. While Nvidia was given assurances by Washington that it would be allowed to resume exports of its made-for-China H20 general processing units, the AI chips have at

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China summons Nvidia over potential security concerns in H20 chips

techspot.com Rob Thubron 2025-12-18 00:46:00

What just happened? Nvidia's relief at being allowed to resume export of its China-specific H20 chips may be short-lived. The country's cyberspace regulator says that it met with Nvidia to discuss national security concerns related to the H20, including potential tracking and backdoors. The Cyberspace Administration of China (CAC) said that Nvidia was asked to "clarify and submit relevant supporting documentation regarding security risks, including potential vulnerabilities and backdoors, assoc

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Nvidia’s China-bound H20 AI chips face Beijing scrutiny over ‘tracking’ and security concerns

cnbc.com Dylan Butts 2025-12-17 20:29:47

China is one of Nvidia's largest markets, particularly for data centers, gaming and artificial intelligence applications. While Nvidia has been given assurances by Washington that it will be allowed to resume exports of its made-for-China H20 general processing units, the AI chips' return may be met with increased scrutiny from Beijing. According to the Cyberspace Administration of China, Nvidia met with Beijing officials on Thursday regarding national security concerns posed by the H20 chips,

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20 national security experts urge Trump administration to restrict Nvidia H20 sales to China

techcrunch.com Rebecca Szkutak 2025-12-25 20:29:44

Not everyone is happy that the Trump administration gave Nvidia the green light to start selling its H20 advanced AI chips in China again. A group of 20 national security experts and former government officials wrote a letter to the U.S. Department of Commerce Secretary Howard Lutnick on Monday urging the Trump administration to reverse its recent decision to let Nvidia resume selling its H20 AI chips in China. The letter called the Trump administration’s recent decision a “strategic misstep”

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I swapped my Shokz with these bass-heavy bone conduction headphones

zdnet.com Jack Wallen 2026-01-14 14:00:14

ZDNET's key takeaways The H20 Tri 2 headphones are available now on Amazon for $149 With sound superior to other bone-conducting headphones, the Tri 2 makes exercising a treat However, the controls of these headphones can be a bit awkward, and the Memory mode does have a bit of a learning curve. View now at Amazon View now at H20 Audio more buying choices If you're looking for one of the best-sounding bone-conducting headphones available, look no further than the H20 Audio Tri 2. I've used b

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Nvidia CEO Jensen Huang wants to sell more advanced chips to China after H20 ban is lifted

cnbc.com Arjun Kharpal Evelyn Cheng 2026-01-17 00:17:40

Nvidia is looking to ship more advanced chips to China than its current generation, CEO Jensen Huang said on Wednesday, as he looks to revitalize sales in the world's second-largest economy. The comments come after Nvidia said on Monday that it will resume sales of its H20 artificial intelligence chip to China, reversing a previous ban. The H20 is a less-advanced semiconductor designed for AI workloads that comply with U.S. export restrictions to China. "I hope to get more advanced chips into

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Chinese firms rush for Nvidia chips as US prepares to lift ban

arstechnica.com Unknown 2026-01-17 23:49:04

Chinese firms have begun rushing to order Nvidia's H20 AI chips as the company plans to resume sales to mainland China, Reuters reports. The chip giant expects to receive US government licenses soon so that it can restart shipments of the restricted processors just days after CEO Jensen Huang met with President Donald Trump, potentially generating $15 billion to $20 billion in additional revenue this year. Nvidia said in a statement that it is filing applications with the US government to resum

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Nvidia to resume China AI chip sales after Huang meets Trump

arstechnica.com Unknown 2026-01-18 05:49:04

Chinese firms have begun rushing to order Nvidia's H20 AI chips as the company plans to resume sales to mainland China, Reuters reports. The chip giant expects to receive US government licenses soon so that it can restart shipments of the restricted processors just days after CEO Jensen Huang met with President Donald Trump, potentially generating $15 billion to $20 billion in additional revenue this year. Nvidia said in a statement that it is filing applications with the US government to resum

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NVIDIA says it can resume selling key AI chips to China

engadget.com Unknown 2026-01-19 20:00:15

NVIDIA will be able to start selling its H20 AI GPU to China again soon after gaining approval to do so from the US government, the company announced in a blog post. Earlier this year, the company was blocked from selling the H20 to China over concerns it could aid the nation's military. "NVIDIA is filing applications to sell the H20 GPU again. The US government has assured NVIDIA that licenses will be granted and NVIDIA hopes to start deliveries soon," the article states. The company also anno

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Nvidia is set to resume China chip sales after months of regulatory whiplash

techcrunch.com Connie Loizos 2026-01-20 04:36:47

Nvidia announced Monday that it’s filing applications to restart sales of its H20 artificial intelligence chips to China, capping a spasmodic few months that saw the Trump administration impose restrictions, then quickly reverse course after a high-profile dinner meeting. The company expects to receive U.S. government licenses soon and begin deliveries shortly after, according to a blog post. Nvidia is also introducing a new “RTX Pro” chip designed specifically for the Chinese market, calling i

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