NVIDIA Aktie News

Nvidia is allegedly testing software that can track the location of its AI chips as reports of its chips being smuggled into China are on the rise.

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The semiconductor sector delivered extraordinary performance in 2025, with AI-driven demand reshaping the competitive landscape.

Nvidia will now be able to sell its powerful H200 chips into the Chinese market, though it will have to share a quarter of its revenue with the administration. This move by the Trump administration could pave the way for stronger growth in Nvidia's revenue and earnings next year.

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Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) has denied reports suggesting that Chinese AI startup DeepSeek is using the company's Blackwell GPUs, which are restricted for sale to China, to train advanced AI models. The reports, initially published by The Information, claimed that DeepSeek accessed several thousand Blackwell chips through a complex smuggling operation involving “phantom data centers” i...

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)-backed startup Starcloud has achieved a milestone by training the first artificial intelligence model in space, according to a CNBC report. The company launched its Starcloud-1 satellite in early November 2025, equipped with an Nvidia H100 GPU, which the company says is 100 times more powerful than any graphics processor previously flown in orbit.

Tech Contrarians offer context about how we should be thinking about President Trump approving Nvidia's H200 GPUs to China. Broadcom is well positioned as the leading ASIC provider, with scale, networking exposure, and potential new hyperscaler customers driving long-term upside.