Dan Kim, Chief Strategy Officer at TechInsights, thinks Nvidia's China sales could grind to a halt if Beijing decides to pursue a policy that pursues chip self-sufficiency over access to compute power.

Nvidia CEO Jensen Huang admits that he has no idea whether Nvidia can sell its H200 chips in China even if Washington allows the company to export them.

Moore Threads shares rose 500% on their first day of trading on the Shanghai stock exchange. The company is China's answer to Nvidia.

Shares of chipmaker Moore Threads Technology, dubbed China's Nvidia (NASDAQ: NVDA), rose as much as 502% as it debuted in Shanghai on Friday.

Believing that the PLA will not use the world’s most powerful AI chips to advance its military capabilities is unrealistic.

A bipartisan group of U.S. senators, including prominent Republican China hawk Tom Cotton, on Thursday unveiled a bill that would block the Trump administration from loosening rules that restrict Beijing's access to artificial intelligence chips from Nvidia and AMD AMD.

Cambricon Technologies Corp. plans to more than triple its production of AI chips in 2026, aiming to wrest market share from Huawei Technologies Co. in China and fill a void left by Nvidia Corp.’s forced exit.

Nvidia CEO Jensen Huang said he met with President Trump on Wednesday and discussed export controls amid a faltering push in Congress to place new restrictions on advanced chip sales to China.

Jensen Huang says China may no longer want its top H200 AI chips even if US export rules ease, leaving both Washington and Beijing in a bind.