NVIDIA to resume H20 chip sales to China
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NVIDIA can start selling its H20 AI GPU to China again after gaining approval to do so from the US government.
Nvidia CEO Jensen Huang contradicts Anthropic CEO's 'white-collar apocalypse' prediction, suggesting AI will augment jobs while encouraging workers to adapt.
As the AI chipmaker rockets past a $4 trillion valuation, CEO Jensen Huang lays out a stunning vision of a future with robot assistants and revived American factories, but admits the transition won't be painless.
This caused the stock to soar higher, but it has since leveled off after an initial boost. Many investors consider this lull an excellent buying opportunity, but is it?
NVIDIA's upcoming China-specific B30 AI GPU has estimated 75% of the performance of H20, with demand for B30 'significant' and orders already placed.
Nvidia Corporation continues to lead in AI & data centers, fueling stock growth despite risks & high valuations. Click for my NVDA update.
Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.