How much is national security worth? For the US, one answer is — apparently — a maximum of $7.5bn. That, at least, is what ...

Nvidia Corp. and Advanced Micro Devices Inc. will give 15% of their chip revenue from sales in China to the U.S. government ...

U.S.-China trade tensions and new revenue-sharing rules impact Nvidia Corporation & Advanced Micro Devices, Inc.'s AI chip ...

Nvidia faces significant headwinds in China, losing a key revenue stream due to export restrictions and a 15% export tax on ...

To win our broader rivalry with China, we must treat advanced chips as sensitive assets, not ordinary trade goods.

President Trump has confirmed that the US government will receive 15% of the sale of Nvidia's ( NVDA) H20 chips to China. The ...

While we estimate that AMD’s AI rival, Nvidia, will sell $30 billion of AI chips into China in calendar 2026, we do not yet ...

China’s relationship with Nvidia just got messier. Just one month after boss Jensen Huang’s rockstar welcome in the People’s ...

President Donald Trump said he may allow Nvidia to sell a downgraded version of its Blackwell A.I. chip to China, suggesting a 30–50% performance reduction.

A Groundbreaking and Controversial Arrangement Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), two of the world ...

On Aug. 27, Nvidia reports Q2 FY 2026 (ending July 27) results, and some of the items I expect Nvidia to address could result ...

Technology Technology   The Big Story Trump’s Nvidia, AMD deal prompts security concerns President Trump’s reversal on ...