If Nvidia extends the strategy beyond China, AMD and Intel could come under pricing pressure, particularly in cost-sensitive ...

The company continued to grow fast in its most recent quarter despite new rules restricting the sale of A.I chips to China.

This expansion included the H20, Nvidia’s most advanced AI chip previously permissible for export to China. This regulatory change has led to an anticipated $5.5 billion write-down for the ...

And there are a lot of beneficiaries – all of these names are quoted higher this morning….……AMD is up 3.5%, ASML + 2.5%, AVGO ...

This expansion included the H20, Nvidia’s most advanced AI chip previously permissible for export to China. This regulatory change has led to an anticipated $5.5 billion write-down for the quarter ...

Last month Jensen Huang, the boss of Nvidia ... and Strategy, a think-tank based in San Francisco, estimates that last year smuggled American chips made up between a tenth and a half of China ...