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There is demand for Nvidia chips in China regardless of what Beijing says: Bernstein’s Stacy Rasgon

CNBC's Kristina Partsinevelos and Stacy Rasgon, Bernstein semiconductor analyst, joins 'Power Lunch' to discuss China's ...
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China signals soft resistance to US-approved Nvidia H20 shipments

On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before ...

China’s DeepSeek quietly releases an open-source rival to GPT-5—optimized for Chinese chips and priced to undercut OpenAI

China AI rivalry into sharper focus and may put OpenAI on the backfoot following its disappointing GPT-5 launch ...

Prediction: Nvidia's New China Deal Will Be a Game-Changer. Here's Why

Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...

Nvidia and AMD will give US 15% of China sales. But Chinese state media warns about their chips

Nvidia and AMD have agreed to pay the US government 15% of their revenues from semiconductor sales to China in exchange for ...

Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

Why Nvidia's Data Center Dominance Is Untouchable

Nvidia's AI momentum is gaining traction as demand, China sales, and data center investments drive growth. Analysts expect strong earnings and long-term growth, supporting its dominant role in global ...

How to Play Nvidia Stock as the Plot Over Its China Business Thickens

Nvidia has been in the news due to its China business and is reportedly developing a new chip for the country.