The intricate US-China GPU export dance continues.
TL;DR: NVIDIA is reducing production of its B40 AI GPU for China from 1.5-2 million to 900,000 units in 2025, as Chinese AI firms favor RTX 5090 gaming GPUs, Hopper AI chips, and local alternatives.
Today’s NVIDIA conference call that accompanied its Q4 2026 earnings results was quite the interesting one. CEO Jensen Huang and other executives at the company shared the latest details and context ...
GTC Nvidia has called on its supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China, CEO Jensen Huang said Tuesday. "We've been licensed for many customers ...
Investors shouldn't expect it to replicate its millionaire-making gains.
Nvidia and AMD are seeing huge demand for CPUs and Jensen Huang is poised to unveil details for processors specialized for agentic AI at the GTC conference.
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