ByteDance’s rivals are acquiring some of its US$13.7 billion worth of Nvidia’s H20 chips, which are now barred from export to ...

AliCloud is likely a big customer of Nvidia and could have trouble getting advanced chips, a Baird analyst noted.

Nvidia’s stock price has soared since OpenAI’s ChatGPT became the fastest app to reach one million users in 2022. ChatGPT’s ...

Chinese internet companies hoard billions of dollars worth of US-made AI chips as sanctions kicked in, posing risks to Nvidia ...

Nvidia misses $12B chip delivery target for ByteDance, Alibaba, and Tencent due to US export curbs on H20 AI processors.

"How is it that Alibaba shows up with something incredible, DeepSeek shows up with something better," Palihapitiya asked, indicating that Nvidia's chips may be finding their way into Chinese hands.

The Commerce Department announced it is mandating new licensing requirements for Nvidia and AMD to export popular chips to ...

Tencent (TCEHY) and ByteDance asked Nvidia (NVDA) to ship about 1M H20 chips, ideally by the end of May, but the actual number ...

The companies spent more than $12 billion on the chips, according to the report, aiming to build up a year's supply before ...

Nvidia Corp. disclosed late Tuesday that it is facing new restrictions on its sales to China, and Baird Equity Research analyst Colin Sebastian said the development could hurt Alibaba's (BABA ...

Nvidia said this month that it now also required approval to export H20 GPUs. Chinese firms – including ByteDance, Alibaba, and Tencent – ordered at least US$16 billion worth of Nvidia’s H20 ...

Nvidia Corp. disclosed late Tuesday that it is facing new restrictions on its sales to China, and Baird Equity Research analyst Colin Sebastian said the development could hurt Alibaba’s BABA ...