Investors are expected to remain hungry for China's Cambricon shares, with a looming reshuffle in a key tech index
Nvidia
Alibaba, ByteDance and other Chinese tech firms remain keen on Nvidia's artificial intelligence chips despite regulators in Beijing.
Rigetti Computing stock forecast soars on 36-qubit chip news, eyes 1000-qubit goal. Yet with no profit RGTI remains speculative against IBM.
Nvidia CEO Jensen Huang on Wednesday dismissed concern about an end to a spending boom on artificial intelligence chips.
Nvidia CEO Jensen Huang arrived in Taipei on Friday to visit chip foundry partner TSMC, as the world's most valuable company.
Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model.
Big Tech MANA outpaces the FAANG stock performance, with Azure up 39%, Meta nearly hitting $3 trillion, and Nvidia monopolizing the AI chips.
Nvidia and AMD have agreed to give the U.S. government 15% of revenue from sales to China of advanced computer chips.
Nvidia has published a blog post reiterating that its chips did not have backdoors or kill switches and appealed to U.S. policymakers.
Reuters Exclusive: Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, sources say
Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said adding that strong Chinese demand.