NVIDIA Aktie News

Nvidia had 95% market share in artificial intelligence accelerators in China before the U.S. started imposing export restrictions, but that figure has fallen to zero. President Trump recently said Nvidia will be allowed to sell its H200 GPUs in China in exchange for 25% of sales, higher than the 15% revenue-sharing deal proposed in August.

Nvidia has built location verification technology that could indicate which country its chips are operating in, according to sources familiar with the matter, a move that could help prevent its artificial intelligence chips from being smuggled into countries where their export is banned.

President Trump's decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.

CNBC's Jim Cramer on Tuesday told investors that it can be worthwhile to put trust in a good stock, even if a negative narrative about the company is gaining traction on Wall Street. He reviewed prominent concerns with Nvidia, Apple and Warner Bros.

Alphabet's unique business model makes it an attractive opportunity in a complex quantum AI field. Nvidia supplies both hardware and software systems that power quantum computing environments.

Nvidia will remain the top AI chip play for the foreseeable future. Microsoft's cloud and AI businesses are rapidly expanding.

Nvidia stock dropped 12.6% in November as investors weighed growing concerns of an AI bubble. Google's new frontier model was trained on its own chips, challenging the idea that companies need to shell out for Nvidia's pricey GPUs.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) could unlock more than $5 billion in quarterly revenue as early as 2026 if the US government allows the company to export its H200 artificial intelligence chips to China, UBS said on Monday, after US officials signaled they may approve shipments to certain customers. The US Commerce Department is considering allowing exports of Nvidia's Hopper-generation H20...