China, NVIDIA
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Days after a White House meeting with President Donald Trump, Jensen Huang was being hailed by an audience on a stage in Beijing.
Nvidia has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, and that it doesn't plan to restart production,
Nvidia's AI chip sales in China boost near-term outlook, but geopolitical risks cast doubts on long-term growth. Click to read more on NVDA's Hold rating.
At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.
NVIDIA's H20 AI GPUs are once again allowed to be sold in China following a reversal of restrictions by the Trump administration, and NVIDIA's CEO claims it wasn't he who changed the US President's mind.
Anita Ramaswamy, columnist at The Information, joins Marketplace’s Meghan McCarty Carino for “Tech Bytes: Week in Review.”
Gil Luria from D.A. Davidson discusses the national security concerns around the report that U.S. officials are delaying a deal for the UAE's purchase of Nvidia AI chips.