Latest news with #chip
The Independent
23-05-2025
- Business
- The Independent
Stage set for Nvidia earnings report amid US chip export controls
Investors are poised for a crucial update on Nvidia's earnings after the AI chip maker has been caught up in the fallout of Donald Trump's trade policy overhaul. The US technology giant will unveil its financial results for the first three months of 2025 on Wednesday. As the second most valuable listed company in the world, behind Microsoft, Nvidia is watched closely by global traders. Nvidia was among global technology firms to suffer sharp drops in their share price following Mr Trump's 'liberation day' tariff announcements last month. However, they have rallied since and most of the losses suffered on Wall Street in the wake of the announcements have been regained. Russ Mould, investment director at AJ Bell, said that analysts will 'doubtless' look for comments from Nvidia's chief executive, Jensen Huang, on tariffs. He added that they will also be closely watching for an update on the impact of the US government tightening rules on chip exports to China, after the company warned over a 5.5 billion US dollar (£4.1 billion) cost hit from the move. Nvidia said it has been informed by the US government that it needs a licence to export its H20 AI chip to China, including Hong Kong, for the 'indefinite future'. Mr Huang recently blasted the country's wider export controls as a 'failure', saying they had backfired against US companies by spurring on Chinese developers. Meanwhile, the boss has tried to soothe investor concerns about Chinese AI firm DeepSeek emerging earlier this year as a lower-cost rival to the US giant. 'Trump's tariffs and trade policies are blotting out many other issues right now, but this one is yet to go away,' Mr Mould said. 'The (DeepSeek) product challenged the consensus view that AI required more – more chipsets, more computing and server power, and more energy – and AI-related stocks have yet to fully recover their poise.' 'Nvidia did offer fairly cautious guidance for the first quarter, which runs from February to April, but it has had the happy knack of beating estimates for the quarter,' he added. Nvidia is expected to report sales of about 43 billion US dollars (£31.9 billion) for the first quarter, about two-thirds higher than the 22.1 billion dollars (£16.4 billion) generated this time last year.
Yahoo
23-05-2025
- Business
- Yahoo
Stage set for Nvidia earnings report amid US chip export controls
Investors are poised for a crucial update on Nvidia's earnings after the AI chip maker has been caught up in the fallout of Donald Trump's trade policy overhaul. The US technology giant will unveil its financial results for the first three months of 2025 on Wednesday. As the second most valuable listed company in the world, behind Microsoft, Nvidia is watched closely by global traders. Nvidia was among global technology firms to suffer sharp drops in their share price following Mr Trump's 'liberation day' tariff announcements last month. However, they have rallied since and most of the losses suffered on Wall Street in the wake of the announcements have been regained. Russ Mould, investment director at AJ Bell, said that analysts will 'doubtless' look for comments from Nvidia's chief executive, Jensen Huang, on tariffs. He added that they will also be closely watching for an update on the impact of the US government tightening rules on chip exports to China, after the company warned over a 5.5 billion US dollar (£4.1 billion) cost hit from the move. Nvidia said it has been informed by the US government that it needs a licence to export its H20 AI chip to China, including Hong Kong, for the 'indefinite future'. Mr Huang recently blasted the country's wider export controls as a 'failure', saying they had backfired against US companies by spurring on Chinese developers. Meanwhile, the boss has tried to soothe investor concerns about Chinese AI firm DeepSeek emerging earlier this year as a lower-cost rival to the US giant. 'Trump's tariffs and trade policies are blotting out many other issues right now, but this one is yet to go away,' Mr Mould said. 'The (DeepSeek) product challenged the consensus view that AI required more – more chipsets, more computing and server power, and more energy – and AI-related stocks have yet to fully recover their poise.' 'Nvidia did offer fairly cautious guidance for the first quarter, which runs from February to April, but it has had the happy knack of beating estimates for the quarter,' he added. Nvidia is expected to report sales of about 43 billion US dollars (£31.9 billion) for the first quarter, about two-thirds higher than the 22.1 billion dollars (£16.4 billion) generated this time last year. 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
Al Arabiya
17-05-2025
- Business
- Al Arabiya
Nvidia CEO says next chip after H20 for China won't be from Hopper series
Nvidia is evaluating how to address the China market after the US government placed limits on sales of its Hopper H20 chip there but it will not put out another version of the Hopper chip, CEO Jensen Huang said on Saturday. Asked what their next chip for China after the H20 was, he said: 'It's not Hopper because it's not possible to modify Hopper anymore,' Huang said, according to a livestream posted by Taiwan's Formosa TV News network.
Reuters
16-05-2025
- Business
- Reuters
Nvidia seeks Shanghai R&D site after US chip curbs, say sources
HONG KONG, May 16 (Reuters) - Nvidia (NVDA.O), opens new tab is seeking a site in Shanghai for a research and development centre, three sources close to the matter said, reflecting the strategic significance of the Chinese market where U.S. curbs on advanced chip exports have hit sales. The U.S. chipmaker began the search in early 2025 and is primarily evaluating locations in Shanghai's Minhang and Xuhui districts, one of the sources said. The project gained momentum after a surprise visit to China by Nvidia CEO Jensen Huang last month, said two of the sources. Huang, who has consistently said China is critical to Nvidia's growth, made his visit immediately after the U.S. placed new restrictions on China-bound shipments of its H20 chips, the only AI chip the company can sell legally in China. Huang met senior Chinese officials, including Vice Premier He Lifeng and Shanghai's mayor Gong Zheng. Reuters reported earlier this month that Nvidia plans to release a downgraded version of the H20 chip for China in the next two months, as it seeks to prop up sales in the country, where it has been lost market share to domestic rivals such as Huawei. China generated $17 billion in revenue for Nvidia in the fiscal year ending January 26, accounting for 13% of the company's total sales. The local government of Shanghai, which hosts China's largest foreign business community, including firms such as Tesla (TSLA.O), opens new tab, has expressed willingness to offer incentives for the Nvidia project, including tax reductions, said two of the sources. The local authorities are also considering offering a substantial amount of land to Nvidia for its China R&D centre, one source added. Nvidia declined to comment, while the Shanghai city government did not immediately respond to a request for comment. The sources declined to be named, as the plan is not public. Following his visit to China, Huang told CNBC that the country's AI market could reach approximately $50 billion within the next two-to-three years. He said that being excluded from this rapidly expanding sector would represent a "tremendous loss" for Nvidia, especially as competition with Huawei intensifies. During an earnings call in February, before H20 chip sales to China were restricted, Nvidia executives said the company's sales to China were about half the level before U.S. export controls. Since 2022, the U.S. government has imposed restrictions on the export of Nvidia's most advanced chips to China, citing concerns over potential military applications. The Financial Times first reported on Friday about Nvidia's plan to build a R&D centre in China.
Yahoo
09-05-2025
- Yahoo
Nvidia and MediaTek rumoured to announce new Windows on Arm laptop chips at Computex 2025
When you buy through links on our articles, Future and its syndication partners may earn a commission. At the end of last year, I listed a possible Nvidia laptop chip (ie, not just the GPU but the CPU, too) as something I'd really like to see from 2025, and since then we've had plenty of intimations that we might actually see such a thing. Now, we're hearing this might be announced at Computex later this month. According to ComputerBase (machine translated), "the official unveiling [of an Nvidia PC chip] is now expected at Computex 2025." This wouldn't be a solo venture, though, as it's expected to be made in partnership with MediaTek, based on the Nvidia and MediaTek GB10 chip that sits inside DGX Spark home-user supercomputer (previously called Project Digits). If it is based on GB10, that would presumably mean a processor using its Arm-designed CPU cores rather than custom Nvidia-designed ones. This wouldn't be a massive surprise, but there was previously at least some reason to believe that it could be using custom-designed chips, given previous rumours and that Nvidia recently announced a custom-designed Arm chip called Vera to succeed its previous Arm-designed Grace chips. Whether it's custom or Arm-designed, it will be an Arm chip, meaning much will rely on Windows on Arm (WoA). We've seen Arm chips using WoA in the wild over the past year in the form of Qualcomm's Snapdragon X Elite chips that sit inside some laptops. These have great battery life, but there are still some problems with Windows on Arm, especially for gaming. That's mainly thanks to Prism emulation that still struggles with some games. WoA does seem to be steadily improving, though, and one can only assume Nvidia would have a better time of getting gaming to work than Qualcomm, given the company is already king of the Windows graphics space. Still, there's not a lick that Nvidia can do about Prism emulation itself, so it won't be entirely in the chip giant's hands. To be clear, that an Nvidia PC chip is in the works isn't all based on rumours: At the start of this year, Nvidia officially confirmed it is working on an end-user system on a chip (SoC) based on DGX Spark. Now, both Nvidia and MediaTek will be delivering keynotes at Computex on May 19 and 20, respectively, so it makes sense that both companies would use this as a chance to announce an upcoming collaborative consumer SoC. ComputerBase points out that, according to DigiTimes, MediaTek has booked additional capacity for semiconductor assembly and testing with ASE, implying that this is because of the upcoming laptop chips. Without seeing what this additional capacity is officially booked for, however, we can't say for certain. We also can't say for certain how such chips will perform. Previous rumours had it that the upcoming SoC should have RTX 4070 mobile and Strix Halo-level performance, and ComputerBase speculates that instead of the 20 CPU cores in the GB10, the laptop chips will likely have "perhaps only eight to twelve, and the RAM [is] likely to be a quarter of that or even less, i.e. 32 or 16 GB—depending on which market segment is ultimately targeted." Whatever the case, it's certainly an exciting prospect that we could have an Nvidia chip sitting inside some laptops, which would presumably be low-power ones given Arm chips tend to be very efficient. And that they might give us all the benefits of the Blackwell GPU architecture for gaming. And we might not have too long to find out. Roll on Computex. Best CPU for gaming: Top chips from Intel and gaming motherboard: The right graphics card: Your perfect pixel-pusher SSD for gaming: Get into the game first.
