Latest news with #H200
Yahoo
an hour ago
- Business
- Yahoo
Nvidia avoids White House crackdown; Trump softens on AI giant
Nvidia avoids White House crackdown; Trump softens on AI giant originally appeared on TheStreet. Nvidia's () rise from a gaming pure-play to an AI kingmaker has been nothing short of amazing. With cloud czars zooming to build the future with Nvidia chips at the heart of it, the company has become the cornerstone of a niche few even saw coming. 💵💰💰💵 Its recent $4 trillion milestone wasn't just a headline; it was a statement. However, staying on top in AI is far from easy. Also, just as some thought the company may hit a massive speed bump, a quiet shift in Washington changed the game again. Nvidia's trillion-dollar AI engine keeps roaring It's hard to believe at this point that Nvidia used to be known for its gaming GPUs. Under CEO Jensen Huang, the chipmaker mounted a sharp pivot to AI and hasn't looked back ever robust H100 and H200 Tensor Core GPUs are powering the global AI boom, crunching workloads for everyone from OpenAI to Google. The result is that Nvidia's quarterly top-line numbers have tripled, from $16 billion in fiscal 2020 to over $40 billion in early 2025. That momentum has also pushed the stock to meteoric heights, culminating on July 9 when it briefly became the first $4 trillion company. The key to Nvidia's climb has been Big Tech Giant companies like Google pledged a whopping $85 billion in AI infrastructure spending. Amazon and Microsoft are also developing Nvidia-powered AI into their cloud backbones. That kind of growth gives Nvidia the impetus to continue growing its reach, along with serious pricing power. Now the White House isn't backing off either in its support. Trump's late-July AI action plan effectively rolled back export restrictions on Nvidia's H200 chips while loosening permitting rules for AI data centers. Huang called it a 'critical tailwind' for keeping America's AI edge. Wall Street takes notice, sends Nvidia stock price surging The consensus of 38 Wall Street analysts is that Nvidia's stock price will hit $182.49 over the next year, with bullish targets as high as $250. If that plays out, Nvidia's valuation could soar to $6 trillion, effectively doubling from here. It's not hard to see why, either. Nvidia's unmatched combo of hardware dominance, full-stack software, and deep developer lock-in gives it a near-monopoly on AI's most valuable layer. More Tech Stock News: Top economist drops 6-word verdict on Trump tariffs, inflation Amazon's quiet pricing twist on tariffs stuns shoppers Microsoft software flaw leads to shock nuclear cyber breach Rivals are trying to catch up, but at this point, Nvidia isn't just the chip leader; it's the AI infrastructure king. Donald Trump considered breaking up Nvidia, then backed off President Donald Trump made waves at an AI summit in Washington yesterday, admitting he once thought of breaking things up at Nvidia to potentially level the playing field in the AI chip market. 'I said, 'Look, we'll break this guy up,''Trump told the crowd, before confessing that he was quickly told to pump the brakes on that idea". I found out it's not easy in that business.' The comment drew laughs, but also raised some concerns across Silicon Valley and Wall Street. Trump didn't stop there. He praised Nvidia CEO Jensen Huang, who was in attendance, calling his leadership 'a job well done'. Huang, in turn, hailed Trump as 'America's unique advantage,' in a moment of public flattery. This comes at a time when the Department of Justice is conducting a lingering antitrust probe into Nvidia, which opened last year. Though we haven't seen much action on that front, Trump's comment showed how close the chip giant was to facing serious trouble from the top. It wasn't all tension, though. Trump used the event as a stepping stone to roll out his 'AI Action Plan,' a pro-industry framework that looked to remove regulatory friction for developers and manufacturers. That easing tone could explain why Nvidia shares held steady after the event, even as competitors braced for greater scrutiny. Meanwhile, Nvidia supplier SK Hynix just posted a record $6.7 billion profit for Q2, announcing plans to take it up a notch with its AI chip investments. This follows a trend where we're seeing customers rushing to stockpile ahead of possible new U.S. tariffs. The company says HBM chip demand, and deals with major clients like Nvidia, have held up remarkably well despite the avoids White House crackdown; Trump softens on AI giant first appeared on TheStreet on Jul 24, 2025 This story was originally reported by TheStreet on Jul 24, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Business
- Yahoo
Nvidia avoids White House crackdown; Trump softens on AI giant
Nvidia avoids White House crackdown; Trump softens on AI giant originally appeared on TheStreet. Nvidia's () rise from a gaming pure-play to an AI kingmaker has been nothing short of amazing. With cloud czars zooming to build the future with Nvidia chips at the heart of it, the company has become the cornerstone of a niche few even saw coming. 💵💰💰💵 Its recent $4 trillion milestone wasn't just a headline; it was a statement. However, staying on top in AI is far from easy. Also, just as some thought the company may hit a massive speed bump, a quiet shift in Washington changed the game again. Nvidia's trillion-dollar AI engine keeps roaring It's hard to believe at this point that Nvidia used to be known for its gaming GPUs. Under CEO Jensen Huang, the chipmaker mounted a sharp pivot to AI and hasn't looked back ever robust H100 and H200 Tensor Core GPUs are powering the global AI boom, crunching workloads for everyone from OpenAI to Google. The result is that Nvidia's quarterly top-line numbers have tripled, from $16 billion in fiscal 2020 to over $40 billion in early 2025. That momentum has also pushed the stock to meteoric heights, culminating on July 9 when it briefly became the first $4 trillion company. The key to Nvidia's climb has been Big Tech Giant companies like Google pledged a whopping $85 billion in AI infrastructure spending. Amazon and Microsoft are also developing Nvidia-powered AI into their cloud backbones. That kind of growth gives Nvidia the impetus to continue growing its reach, along with serious pricing power. Now the White House isn't backing off either in its support. Trump's late-July AI action plan effectively rolled back export restrictions on Nvidia's H200 chips while loosening permitting rules for AI data centers. Huang called it a 'critical tailwind' for keeping America's AI edge. Wall Street takes notice, sends Nvidia stock price surging The consensus of 38 Wall Street analysts is that Nvidia's stock price will hit $182.49 over the next year, with bullish targets as high as $250. If that plays out, Nvidia's valuation could soar to $6 trillion, effectively doubling from here. It's not hard to see why, either. Nvidia's unmatched combo of hardware dominance, full-stack software, and deep developer lock-in gives it a near-monopoly on AI's most valuable layer. More Tech Stock News: Top economist drops 6-word verdict on Trump tariffs, inflation Amazon's quiet pricing twist on tariffs stuns shoppers Microsoft software flaw leads to shock nuclear cyber breach Rivals are trying to catch up, but at this point, Nvidia isn't just the chip leader; it's the AI infrastructure king. Donald Trump considered breaking up Nvidia, then backed off President Donald Trump made waves at an AI summit in Washington yesterday, admitting he once thought of breaking things up at Nvidia to potentially level the playing field in the AI chip market. 'I said, 'Look, we'll break this guy up,''Trump told the crowd, before confessing that he was quickly told to pump the brakes on that idea". I found out it's not easy in that business.' The comment drew laughs, but also raised some concerns across Silicon Valley and Wall Street. Trump didn't stop there. He praised Nvidia CEO Jensen Huang, who was in attendance, calling his leadership 'a job well done'. Huang, in turn, hailed Trump as 'America's unique advantage,' in a moment of public flattery. This comes at a time when the Department of Justice is conducting a lingering antitrust probe into Nvidia, which opened last year. Though we haven't seen much action on that front, Trump's comment showed how close the chip giant was to facing serious trouble from the top. It wasn't all tension, though. Trump used the event as a stepping stone to roll out his 'AI Action Plan,' a pro-industry framework that looked to remove regulatory friction for developers and manufacturers. That easing tone could explain why Nvidia shares held steady after the event, even as competitors braced for greater scrutiny. Meanwhile, Nvidia supplier SK Hynix just posted a record $6.7 billion profit for Q2, announcing plans to take it up a notch with its AI chip investments. This follows a trend where we're seeing customers rushing to stockpile ahead of possible new U.S. tariffs. The company says HBM chip demand, and deals with major clients like Nvidia, have held up remarkably well despite the avoids White House crackdown; Trump softens on AI giant first appeared on TheStreet on Jul 24, 2025 This story was originally reported by TheStreet on Jul 24, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
The Star
5 days ago
- Business
- The Star
Nvidia, AMD to win market share in China as US eases export curbs
The sales resumption of Nvidia's H20 processors and Advanced Micro Devices' (AMD) MI308 chips in China is expected to ease the anxiety of local artificial intelligence companies, according to analysts. Speaking at the China International Supply Chain Expo in Beijing on Wednesday, Nvidia CEO Jensen Huang said he hoped to introduce more advanced chips to China. The H20, designed to comply with US trade curbs, is less powerful than the H200. Cancel anytime. Ad-free. Full access to Web and App. RM 13.90/month RM 9.73 /month Billed as RM 9.73 for the 1st month, RM 13.90 thereafter. RM 12.39/month RM 8.63 /month Billed as RM 103.60 for the 1st year, RM 148 thereafter.
Yahoo
6 days ago
- Business
- Yahoo
Could Nvidia Be Your Best Investment in the Second Half of 2025?
Key Points Investor sentiment weighed on Nvidia during the first half of 2025. Several catalysts could act as a springboard to drive growth in the second half. 10 stocks we like better than Nvidia › Over the past few years, Nvidia (NASDAQ: NVDA) has emerged as the face of the artificial intelligence (AI) revolution. However, during the first half of 2025, the company hit turbulence. Worries about ramping competition, the potential impact of tariffs, and trade restrictions with China weighed on Nvidia's growth. While those concerns are certainly justified, Nvidia's business continues to gain steam. Let's look at three catalysts that could give Nvidia stock a boost in the back half of the year. 1. Sovereign AI gathers momentum CEO Jensen Huang has popularized the notion that each country should chart its own course in AI. He's encouraging leaders to create their own infrastructure, assemble and maintain data, and train their workforce to profit from this game-changing technology. Governments of the world appear to be heeding Huang's call. The European Union (EU) has announced plans to build five AI gigafactories across the continent, and 20 individual countries, including Germany, France, Saudi Arabia, South Korea, and the United Arab Emirates (among others), have jumped on the sovereign AI bandwagon. As the leading provider of AI-centric chips, Nvidia's strategy of promoting sovereign AI is brilliant. 2. Blackwell It's been more than a year since Nvidia announced its Blackwell chips, but these processors only began shipping earlier this year. As such, sales of these next-generation AI chips have only just begun to impact Nvidia's financial results, with the bulk of the revenue expected to hit over the coming year. Leading data center and cloud computing operators have pledged to spend $315 billion in capital expenditures this year, with the vast majority allocated to AI. As the leading provider of data center GPUs, Nvidia stands to benefit from this spending. 3. Sales to China Nvidia announced this week that it has applied for licenses to sell its H200 chips in China and has assurances from the Trump administration that they will be granted. Estimates suggest that these sales could be nearly $10 billion per quarter, which would be a significant boost for Nvidia. That's why Nvidia could be your best investment in the second half of 2025. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,281!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,050,415!* Now, it's worth noting Stock Advisor's total average return is 1,058% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 Danny Vena has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Could Nvidia Be Your Best Investment in the Second Half of 2025? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
15-07-2025
- Business
- CNBC
Commerce Secretary Lutnick says China is only getting Nvidia's ‘4th best' AI chip
Commerce Secretary Howard Lutnick on Tuesday said the Trump administration reversed course on allowing Nvidia to sell its AI chips to China because the U.S. company will not be giving over its best technology. Lutnick made the remark speaking with CNBC's Brian Sullivan, saying that Nvidia wants to sell China its "4th best" chip, which is slower than the fastest chips that U.S. companies use. "We don't sell them our best stuff, not our second best stuff, not even our third best," Lutnick said. Nvidia said Monday night that it would soon resume sales of the H20 chip to China after the Trump administration signaled that it would grant the chipmaker necessary export licenses. Lutnick said that the administration said that the renewed sale of H20 chips to China was linked to a rare-earths magnet deal. Lutnick said it was in U.S. interests to have Chinese companies using American technology so they continue to use an American "tech stack." "The fourth one down, we want to keep China using it," Lutnick said. "We want to keep having the Chinese use the American technology stack, because they still rely upon it." Similarly, Nvidia CEO Jensen Huang has said in recent weeks that the U.S. should continue selling his chips to China so Chinese companies don't invest in homegrown infrastructure. Huang on Sunday also said that the Chinese military wouldn't use Nvidia chips anyway, and previously signaled that China's Huawei is a legitimate competitor. "The idea is the Chinese are more than capable of building their own," Lutnick said. "You want to keep one step ahead of what they can build, so they keep buying our chips." The reversal is a major win for Nvidia. Huang had previously said that the Trump administration's decision to require a license for the H20 chip in April "effectively closed" the China market. Nvidia said that it could have sold $8 billion in H20 chips in the current quarter before sales were stopped. The administration reversed its decision after President Donald Trump met with Huang in Washington last week. "You want to sell the Chinese enough that their developers get addicted to the American technology stack," Lutnick said. "That's the thinking." The H20 chip was introduced in 2022 in response to Biden administration export controls. It's based on the same underlying technology as Nvidia's Hopper-generation chips, which are sold in the U.S. as finished systems using H100 or H200 chips. The U.S. chipmaker took some features out of the H20 in order to sell it to China, including fewer graphics processing unit cores and lower bandwidth connecting separate parts of the chip. But the success of the DeepSeek R1 model suggested that there were many Chinese companies that were just fine with the slowed-down chips. The China-specific H20 is behind Nvidia's Blackwell chips, the H100 and the H200, Lutnick said. Nvidia says that it releases new artificial intelligence chips every year and that serious AI developers should always try to get the latest and greatest versions because the technology is improving so quickly. The best AI chips broadly available from clouds and system makers today are called Blackwell, and come as a GB200 chip with a paired central processing unit as well as B100 and B200 versions. Nvidia also makes a range of Blackwell-based chips for gaming and graphics that can be used for AI, but they're generally weaker than the biggest chips designed for data centers. A successor, called Blackwell Ultra, is only now starting to be installed in data centers, and it's expected to ramp in volume over the next year. In 2027, Nvidia will release "Vera Rubin" chips.
