Nvidia CEO Jensen Huang will not join President Donald Trump's delegation to China, highlighting ongoing challenges for Nvidia's sales in the Chinese market due to tightened U.S. restrictions on advanced chip exports. Despite Huang's previous visits to China to maintain business ties, U.S. government limits have prevented Nvidia's most advanced AI chips from entering China, making a quick sales recovery unlikely. Experts suggest that the tech rivalry and decoupling between the U.S. and China will continue to shape the industry landscape. Trump's visit includes other major U.S. executives but excludes Nvidia, reflecting the complex geopolitical and trade tensions affecting the tech sector.
A new report by Culper Research claims Nvidia's China-related compute business is larger than publicly stated, with over 20% of its 2026 compute revenues allegedly driven by Chinese demand through illegal channels and intermediaries in Southeast Asia...
The global AI in life sciences market is projected to expand at a compound annual growth rate (CAGR) of about 20% from 2026 to 2034, reaching an estimated value of $11.5 billion. This growth is fueled by increasing demand for faster drug discovery, p...
Piper Sandler's Craig Johnson advises investors to keep expectations low for the Trump-Xi summit, anticipating modest deals mainly in aircraft and agricultural products. The market has already priced in subdued outcomes, reducing the risk of disappoi...
NVIDIA CEO Jensen Huang was invited last minute by President Trump to join Air Force One during a refueling stop in Alaska en route to a key summit in Beijing. This unexpected inclusion signals a potential thaw in U.S.-China tensions over NVIDIA's GP...
Nebius Group's stock surged 20% intraday after reporting a strong Q1 2026 with adjusted EPS of $2.11, beating estimates, and revenue up 684% year-over-year to $399 million. The company announced a $27 billion multi-year contract with Meta Platforms a...
