Jensen Huang lauds China's AI models
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According to a report, the Ministry of Research has presented a draft of Germany's central technology strategy. The goals are ambitious.
LG Electronics Inc. shares advanced in Seoul after a local media report that the company is developing cutting-edge tools for making the memory chips that work alongside AI processors designed by Nvidia Corp.
Other AI chipmakers, including AMD and China’s Huawei, are reporting strong financial results. Nearly every major chipmaker is now centering its strategy on AI. One reason for AI’s slowing performance might be that models have already consumed most available digital data,
But Nvidia now says that Trump, having met personally with Huang, is promising to issue those licenses, which would enable Chinese AI companies to greatly accelerate model development and infrastructure buildout. And even though the H100 chips are officially still supposed to be off-limits, China may be able to get its hands on them as well.
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Cryptopolitan on MSNBroadcom takes aim at Nvidia with new Tomahawk Ultra chip as AI battle escalatesBroadcom’s chip division rolled out a new networking processor on Tuesday, designed to turbocharge artificial intelligence workloads that demand tight coordination among hundreds of compute units. The announcement marks another salvo in its tussle with AI chip-making leader,
Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.
The United States' decision to ease export restrictions on certain advanced chips - part of a broader package of trade agreements with China - is seen by experts as an early sign that high-level negotiations have steered bilateral relations in the right direction.
In a positive turn of events, Nvidia CEO Jensen Huang announced that the technology giant has received approval from US President Donald Trump to sell its advanced H20 computer chips.
Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.
Innovations in assistive AI and, ultimately, increased autonomy with agentic AI will redefine what engineers can achieve within the chip design cycle.
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Stocktwits on MSNNvidia’s ($NVDA) $20B China Win Could Trigger a New AI RunNvidia is now allowed to sell its H20 chips to China again—a development that could add $20 to $30 billion in annual revenue and reignite global AI demand. According to Shay, China accounts for 20% of global AI demand,