Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

In a surprising reversal of the United States’ years-long technology restrictions on China, President Donald Trump last month allowed Nvidia to resume sales of a key AI chip designed specifically for ...

Nvidia can sell its AI chips in China, and hyperscalers are spending more heavily on data center infrastructure than Wall ...

Trump said Monday that he has cut a deal with chipmaker Nvidia, allowing it to sell certain artificial intelligence chips to ...

Nvidia struck a surprising deal after convincing the president that H20 chips aren’t a national security risk. But whether ...

Nvidia would benefit from being permitted sales to China, but the deal with the Trump administration is likely to face legal ...

Nvidia and AMD are expected to pay the US government 15% of their China chip sales revenues.

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

Senators mainly cite the national security concerns of sending AI tech to China, but also note that the US Constitution says, ...

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

The move could open the door to China securing more advanced computing power from the U.S. even as the two countries battled ...

Rep. Don Bacon (R-Neb.) said Monday evening that President Trump’s unusual agreement with major chipmakers Nvidia and AMD to ...