TOPIC

/ company

Nvidia

Nvidia is one of the most valuable companies in the semiconductor industry. Founded by Taiwan-born American businessman Jensen Huang, it holds a near monopoly on graphics processing units used to train AI systems.

Chairman / President

Jensen Huang

CEO / Managing Director

Jensen Huang

CFO / Finance Director

Colette Kress

Industry

Semiconductors

Website

nvidia.com

Headquarters address

2788 San Tomas Expressway, Santa Clara, CA 95051, United States

Stock Code

NASDAQ:NVDA

Year founded

1993

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A robot demonstrates a task at the Nvidia booth during an AI conference in San Jose, California, on March 17. Photo: Reuters

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Does China’s rapid chipmaking expansion threaten the global AI memory chip boom?

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Memory chips by South Korean semiconductor supplier SK Hynix are seen on a circuit board of a computer in this illustration picture taken February 25, 2022. Photo: Reuters

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Chinese tech stocks buck regional trend, regain momentum after Xi-Trump meeting

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A large screen shows the latest stock exchange and economic data in Shanghai. Photo: EPA

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Chinese President Xi Jinping (right) and US President Donald Trump are expected to meet again this year. Photo: AP

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Nvidia

Huawei unveils new scaling law and tech that narrows gap with TSMC, Samsung

The Chinese tech giant’s new breakthrough is a major milestone in its mission to create a self-reliant semiconductor ecosystem.

A cloud above the clouds: US, China jockey for position in computing space race

France to invest €1.5 billion in quantum computing, advanced microchips

Why Singapore wants to become the world’s ‘living lab’ for physical AI

These machines are set to complement humans in the workplace, but safety should be a priority for their deployment, analysts say.

Nvidia’s H200 sales prospects in China remain uncertain despite Huang visit

US chip giant reports 85 per cent year-on-year rise in quarterly revenue amid surge in AI demand, but no revenue from H200 sales in China.

Jensen Huang’s China noodle shop visit prompts launch of ‘leather jacket’ set meal

Nvidia boss wolfs down signature noodle dish as crowds throng eatery; stops short of finishing cup of popular but ‘pungent’ fermented soy drink.

Tiny capacitors are the latest AI-driven investor darling

Artificial intelligence boom is triggering a surge in demand for multilayer ceramic capacitors, report says.

House foreign affairs chair warns AI sales to China could make America a ‘loser’

Brian Mast stressed that American firms must not let the best US technology reach the ‘wrong places’ when it comes to AI industry.

AMD meeting with China’s vice-premier raises optimism on US AI chips

‘Relatively advanced’ chips to start entering China in second half, as US is ‘pulling back’ on tariff war and tech decoupling, analysts say.

Does China’s rapid chipmaking expansion threaten the global AI memory chip boom?

Rising Chinese output and shifting investment patterns may weigh on the semiconductor sector’s outlook, Samsung adviser says.

Chinese tech stocks buck regional trend, regain momentum after Xi-Trump meeting

Despite sell-offs in the Asia-Pacific region, investors continue to bet that China’s technology stocks will extend their blistering run.

Armed with Nvidia chips, UAE aims to build an AI bridge to the Global South

With its Opec era over, the Gulf state has big post-war ambitions for Africa and beyond, bolstered by elite Nvidia chip deliveries.

South Korea weighs arbitration to avoid Samsung semiconductor plant strike

The world’s largest memory chipmaker and its South ‌Korean labour union will resume pay talks on Monday with a government mediator.

Trump leaves China after much pomp and pageantry, but little to show for it

US president’s much-anticipated summit with Xi Jinping in Beijing resulted in more fanfare than concrete policy change, analysts say.

The Xi-Trump summit is over. What comes next in the US-China rivalry?

The US president’s trip to Beijing has been hailed as ‘fantastic’ and ‘historic’ but there are still many known unknowns in ties.

Trump, Xi weigh AI ‘guard rails’ as Nvidia chip exports hang in the balance

Meeting in Beijing, the presidents weighed safety protocols for the rapidly emerging technology, and H200 chip shipments were a ‘sovereign decision’ for ‌China.

Trump poured millions into tech giants seeking China deal, ethics filing shows

In the first quarter, Trump made at least nine trades in Nvidia, with transaction values ranging from US$1,001 to US$5 million.

Trump’s top science adviser visited Beijing. What does that mean for AI?

Beijing is vague on whether AI cooperation was on the summit’s agenda, even as experts urge collaboration on common problems.

After Trump visit, China’s top party journal doubles down on manufacturing push

The real economy must remain the bedrock of future growth, according to latest Qiushi article.

Ex-Meta Chinese star joins race for self-improving AI with US$4.6b start-up

The funding round was led by venture capital firms GV and Greycroft, with ‘major participation’ from Nvidia and AMD.

.css-1pcrwvc{color:#2aa191;}Macroscope | Trump-Xi summit puts US vulnerabilities on display

China weaponising rare earths turned the tables on Trump, showing how unprepared Western governments and firms were for a full trade war.

.css-1t72pn8{color:#C79A00;}Video | Nvidia CEO has ‘great hopes’ for Xi-Trump meeting

The US has reportedly cleared about 10 Chinese firms to purchase Nvidia’s second-most powerful AI chip, the H200.

Alibaba, Tencent present a tale of two strategies for AI spending

Alibaba will focus its AI capex on cloud services, while Tencent is prioritising internal demand with its spending.

Eric and Lara Trump – the new US first family faces making the trip to China

The American president’s wife may be absent but his son appears in the entourage in a ‘personal capacity’.

.css-19im5qg{color:#c79a00;}AI | Chinese chip ETFs pause trading as they warn of soaring premium risks

With two funds trading at least 30 per cent above net asset values, the large premiums would trigger sell-offs when sentiment turns.

‘A flying White House’: Trump’s Air Force One fuels fascination in China

Hundreds of Beijing residents join professional photographers at vantage points near airport to capture arrival of the presidential plane.

Trump’s trillion-dollar business delegation arrives in China, eager for deals

The 17 American business executives accompanying US president are the wealthiest such delegation to visit the country.

‘Basically a Chinese racket’: how China streaked ahead at a global AI conference

Mainland China accounted for 44 per cent of the top 50 institutions contributing to the ICLR in Rio de Janeiro, according to analysis.

Macroscope | Trump-Xi summit puts US vulnerabilities on display

Video | Nvidia CEO has ‘great hopes’ for Xi-Trump meeting

AI | Chinese chip ETFs pause trading as they warn of soaring premium risks