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U.S. Weighs Nvidia H200 Exports to China, Lifting Chip Stocks as Broadcom Maps AI Runway

A 30‑day interagency review now governs whether Nvidia can ship H200s to China.

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Trump Bars Foreign Access to Nvidia’s Top Blackwell AI Chips as Company Tops $5 Trillion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

OpenAI’s 30‑GW Compute Push Recasts Chipmakers as Broadcom Clinches 10‑GW Custom Deal

Nvidia Said to Back xAI’s $20 Billion GPU SPV as AI Megadeals Draw Bubble Warnings

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Nvidia Takes $5 Billion Stake in Intel, Announces Multi-Generation Chip Collaboration

Nebius to Raise $3 Billion After Landing $17.4 Billion Microsoft GPU Deal

Two Unnamed Customers Drove 39% of Nvidia’s Record Quarter

Nvidia Tops Q2 Estimates and Lifts Outlook as Shares Ease on China Uncertainty

Nvidia Tops $4 Trillion Market Cap After Shares Close at Record High

Citi Raises Nvidia Price Target to $190 on Surge in Sovereign AI Demand

Nvidia Shares Hit Fresh Record, Market Cap Exceeds $3.77 Trillion

Nvidia Q1 Revenue Jumps 69% on AI Demand, Warns of $8B China Export Hit