alexliam personal page - To The Moon

alexliam

alexliam

No personal profile

1Follow

1Followers

0Topic

0Badge

12-17 21:32

$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M

12-17 20:57

This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.

Sorry, the original content has been removed

12-12

Best news of the day!

Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say

12-10

As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.

ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say

12-09

Finally!

Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says

12-09

$NVIDIA(NVDA)$ https://uk.finance.yahoo.com/news/trump-allows-nvidia-ship-h200-221209501.html

12-06

$NVIDIA(NVDA)$ https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/

12-02

Undervalued Nvidia shares indeed. Looking forward to the inevitable rally

Nvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls

11-26

Great article, would you like to share it?

Nvidia Says Its GPUs Are a "Generation Ahead" of Google's AI Chips

11-23

I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.

11-22

$NVIDIA(NVDA)$ https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/

11-19

$NVIDIA(NVDA)$ Time to shoot to the moon!

11-18

Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4092737024653350","uuid":"4092737024653350","gmtCreate":1630226413256,"gmtModify":1765977751074,"name":"alexliam","pinyin":"alexliam","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":1,"tweetSize":13,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","exceedPercentage":"80.21%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","exceedPercentage":"80.63%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":511798423867704,"gmtCreate":1765978340041,"gmtModify":1765980573726,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","text":"$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511798423867704","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511789762265328,"gmtCreate":1765976225018,"gmtModify":1765977888321,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.","listText":"This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.","text":"This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511789762265328","repostId":"1181374063","repostType":2,"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510083907666464,"gmtCreate":1765545828397,"gmtModify":1765545832370,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Best news of the day!","listText":"Best news of the day!","text":"Best news of the day!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510083907666464","repostId":"2590506778","repostType":4,"repost":{"id":"2590506778","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765545429,"share":"https://ttm.financial/m/news/2590506778?lang=en_US&edition=fundamental","pubTime":"2025-12-12 21:17","market":"nz","language":"en","title":"Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2590506778","media":"Reuters","summary":"EXCLUSIVE-Nvidia considers increasing H200 chip output due to robust China demand, sources say Dec 12 (Reuters) - Nvidia NVDA.O has told Chinese clients it is evaluating adding production capacity for","content":"<html><head></head><body><p>Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.</p><p>Shares of Nvidia rose 0.92% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3693b50ee4f8448dd119f448b1181de\" title=\"\" tg-width=\"846\" tg-height=\"615\"/></p><p>The move comes after U.S. President Donald Trump said on Tuesday the U.S. government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such sales.</p><p>Demand for the chip from Chinese companies is so strong that Nvidia is leaning toward adding new capacity, one of the sources said. They declined to be named as the discussions are private.</p><p>Nvidia did not immediately reply to a Reuters&#39; request for comment.</p><p>Major Chinese companies including Alibaba 9988.HK and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders, Reuters reported on Wednesday.</p><p>However, uncertainties remain, as the Chinese government has yet to greenlight any purchase of the H200. Chinese officials convened emergency meetings on Wednesday to discuss the matter and will decide whether to allow it to be shipped into China, said one of the two sources and a third source.</p><p>Very limited quantities of H200 chips are currently in production, Reuters reported on Wednesday, as the U.S. AI chip leader is focused on producing its most advanced Blackwell and upcoming Rubin lines.</p><p>CHINA PROMOTING ITS OWN AI INDUSTRY</p><p>Supply of H200 chips has been a major concern for Chinese clients and they have reached out to Nvidia seeking clarity on this, sources said.</p><p>As part of the briefing provided by Nvidia, the company has also given them guidance on current supply levels, said one of the first two people, without providing a specific number.</p><p>The H200 went into mass deployment last year and is the fastest AI chip in Nvidia&#39;s previous Hopper generation. The chip is manufactured by TSMC 2330.TW using the Taiwanese firm&#39;s 4nm manufacturing process technology.</p><p>TSMC and China&#39;s Ministry of Industry and Information Technology (MIIT) did not immediately reply to requests for comment.</p><p>Chinese companies&#39; strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently access.</p><p>It is about six times more powerful than the H20, a downgraded chip from Nvidia tailored for the Chinese market that was released in late 2023.</p><p>Trump&#39;s decision on the H200 comes at a time when China is pushing to promote its own domestic AI chip industry. As domestic chip companies have yet to produce products that match the H200, there have been concerns that allowing the H200 into China could stymie the industry.</p><p>&#34;Its (H200) compute performance is approximately 2-3 times that of the most advanced domestically produced accelerators,&#34; said Nori Chiou, investment director at White Oak Capital Partners.</p><p>&#34;I’m already observing many CSPs (Cloud Service Providers) and enterprise customers aggressively placing large orders and lobbying the government to relax restrictions on a conditional basis,&#34; he said, adding Chinese AI demand exceeds the capacity of local production.</p><p>During the emergency meetings, there was a proposal to require each H200 purchase to be bundled with a certain ratio of domestic chips, one of the first two sources and a third source said.</p><p>For Nvidia, adding new capacity is also challenging at a time when it is not only transitioning to Rubin but also competing with companies including Alphabet&#39;s GOOGL.O Google for limited advanced chipmaking capacity from TSMC.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-12 21:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.</p><p>Shares of Nvidia rose 0.92% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3693b50ee4f8448dd119f448b1181de\" title=\"\" tg-width=\"846\" tg-height=\"615\"/></p><p>The move comes after U.S. President Donald Trump said on Tuesday the U.S. government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such sales.</p><p>Demand for the chip from Chinese companies is so strong that Nvidia is leaning toward adding new capacity, one of the sources said. They declined to be named as the discussions are private.</p><p>Nvidia did not immediately reply to a Reuters&#39; request for comment.</p><p>Major Chinese companies including Alibaba 9988.HK and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders, Reuters reported on Wednesday.</p><p>However, uncertainties remain, as the Chinese government has yet to greenlight any purchase of the H200. Chinese officials convened emergency meetings on Wednesday to discuss the matter and will decide whether to allow it to be shipped into China, said one of the two sources and a third source.</p><p>Very limited quantities of H200 chips are currently in production, Reuters reported on Wednesday, as the U.S. AI chip leader is focused on producing its most advanced Blackwell and upcoming Rubin lines.</p><p>CHINA PROMOTING ITS OWN AI INDUSTRY</p><p>Supply of H200 chips has been a major concern for Chinese clients and they have reached out to Nvidia seeking clarity on this, sources said.</p><p>As part of the briefing provided by Nvidia, the company has also given them guidance on current supply levels, said one of the first two people, without providing a specific number.</p><p>The H200 went into mass deployment last year and is the fastest AI chip in Nvidia&#39;s previous Hopper generation. The chip is manufactured by TSMC 2330.TW using the Taiwanese firm&#39;s 4nm manufacturing process technology.</p><p>TSMC and China&#39;s Ministry of Industry and Information Technology (MIIT) did not immediately reply to requests for comment.</p><p>Chinese companies&#39; strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently access.</p><p>It is about six times more powerful than the H20, a downgraded chip from Nvidia tailored for the Chinese market that was released in late 2023.</p><p>Trump&#39;s decision on the H200 comes at a time when China is pushing to promote its own domestic AI chip industry. As domestic chip companies have yet to produce products that match the H200, there have been concerns that allowing the H200 into China could stymie the industry.</p><p>&#34;Its (H200) compute performance is approximately 2-3 times that of the most advanced domestically produced accelerators,&#34; said Nori Chiou, investment director at White Oak Capital Partners.</p><p>&#34;I’m already observing many CSPs (Cloud Service Providers) and enterprise customers aggressively placing large orders and lobbying the government to relax restrictions on a conditional basis,&#34; he said, adding Chinese AI demand exceeds the capacity of local production.</p><p>During the emergency meetings, there was a proposal to require each H200 purchase to be bundled with a certain ratio of domestic chips, one of the first two sources and a third source said.</p><p>For Nvidia, adding new capacity is also challenging at a time when it is not only transitioning to Rubin but also competing with companies including Alphabet&#39;s GOOGL.O Google for limited advanced chipmaking capacity from TSMC.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","BK4602":"量子计算概念","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","NVDA":"英伟达","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251212:nL1N3XI09D:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590506778","content_text":"Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.Shares of Nvidia rose 0.92% on the news.The move comes after U.S. President Donald Trump said on Tuesday the U.S. government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such sales.Demand for the chip from Chinese companies is so strong that Nvidia is leaning toward adding new capacity, one of the sources said. They declined to be named as the discussions are private.Nvidia did not immediately reply to a Reuters' request for comment.Major Chinese companies including Alibaba 9988.HK and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders, Reuters reported on Wednesday.However, uncertainties remain, as the Chinese government has yet to greenlight any purchase of the H200. Chinese officials convened emergency meetings on Wednesday to discuss the matter and will decide whether to allow it to be shipped into China, said one of the two sources and a third source.Very limited quantities of H200 chips are currently in production, Reuters reported on Wednesday, as the U.S. AI chip leader is focused on producing its most advanced Blackwell and upcoming Rubin lines.CHINA PROMOTING ITS OWN AI INDUSTRYSupply of H200 chips has been a major concern for Chinese clients and they have reached out to Nvidia seeking clarity on this, sources said.As part of the briefing provided by Nvidia, the company has also given them guidance on current supply levels, said one of the first two people, without providing a specific number.The H200 went into mass deployment last year and is the fastest AI chip in Nvidia's previous Hopper generation. The chip is manufactured by TSMC 2330.TW using the Taiwanese firm's 4nm manufacturing process technology.TSMC and China's Ministry of Industry and Information Technology (MIIT) did not immediately reply to requests for comment.Chinese companies' strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently access.It is about six times more powerful than the H20, a downgraded chip from Nvidia tailored for the Chinese market that was released in late 2023.Trump's decision on the H200 comes at a time when China is pushing to promote its own domestic AI chip industry. As domestic chip companies have yet to produce products that match the H200, there have been concerns that allowing the H200 into China could stymie the industry.\"Its (H200) compute performance is approximately 2-3 times that of the most advanced domestically produced accelerators,\" said Nori Chiou, investment director at White Oak Capital Partners.\"I’m already observing many CSPs (Cloud Service Providers) and enterprise customers aggressively placing large orders and lobbying the government to relax restrictions on a conditional basis,\" he said, adding Chinese AI demand exceeds the capacity of local production.During the emergency meetings, there was a proposal to require each H200 purchase to be bundled with a certain ratio of domestic chips, one of the first two sources and a third source said.For Nvidia, adding new capacity is also challenging at a time when it is not only transitioning to Rubin but also competing with companies including Alphabet's GOOGL.O Google for limited advanced chipmaking capacity from TSMC.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509309644886536,"gmtCreate":1765374694065,"gmtModify":1765375984179,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","listText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","text":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/509309644886536","repostId":"1157089461","repostType":2,"repost":{"id":"1157089461","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765365828,"share":"https://ttm.financial/m/news/1157089461?lang=en_US&edition=fundamental","pubTime":"2025-12-10 19:23","market":"us","language":"en","title":"ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1157089461","media":"Reuters","summary":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the...","content":"<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-10 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157089461","content_text":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.The Chinese companies are keen to place large orders for Nvidia's second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.Before Trump's decision to allow Nvidia's Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.The Chinese government has yet to give a clear answer to Trump's announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia's AI chips, Reuters has reported, pummelling Nvidia's market share in China.The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.The officials told the companies they would be informed of Beijing's decision soon, The Information said, citing sources.Very limited quantities of H200 are currently in production, two other people familiar with Nvidia's supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.CHINESE PURCHASES EXPECTED TO BE LOW-KEYChinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.Elite Chinese universities, data center firms, and entities affiliated to China's military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.\"The training of leading Chinese AI models still relies on Nvidia cards,\" said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud's solution and ecology units.\"I expect the leading Chinese tech companies to buy a lot although in a low key manner,\" he added.Asked about the H200, China's foreign ministry has only said that the country values cooperation with the United States.The ministry declined to comment further on Wednesday.","news_type":1,"symbols_score_info":{"BABA":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508761485685216,"gmtCreate":1765240860577,"gmtModify":1765240864445,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Finally!","listText":"Finally!","text":"Finally!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508761485685216","repostId":"1199941095","repostType":2,"repost":{"id":"1199941095","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765235675,"share":"https://ttm.financial/m/news/1199941095?lang=en_US&edition=fundamental","pubTime":"2025-12-09 07:14","market":"us","language":"en","title":"Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1199941095","media":"Reuters","summary":"Nvidia shares rise 2% in after-hours trading after Trump's announcementConcerns over AI chips aiding China's militaryTrump says same approach will apply to AMD, IntelThe U.S. government will allow...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia shares rise 2% in after-hours trading after Trump&#39;s announcement</p></li><li><p>Concerns over AI chips aiding China&#39;s military</p></li><li><p>Trump says same approach will apply to AMD, Intel</p></li></ul><p>The U.S. government will allow  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  to export its H200 artificial intelligence chips to China, collecting a fee for each chip, U.S. President Donald Trump said on Monday.</p><p>Nvidia shares rose 2% in after-hours trading after Trump made the announcement on Truth Social, having closed 3.16% higher after Semafor first reported the possibility of approval.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/067b2d0cbe972a3f4022d5be77108f5b\" tg-width=\"542\" tg-height=\"267\"/></p><p>Trump said that he had informed President Xi Jinping of China, where Nvidia&#39;s chips are under government scrutiny, about the move and he &#34;responded positively,&#34; according to Trump&#39;s post.</p><p>Trump said the U.S. Commerce Department was finalizing details of the arrangement and the same approach would apply to other AI chip firms such as  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  and  <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>&#34;We will protect National Security, create American Jobs, and keep America’s lead in AI,&#34; Trump wrote on Truth Social. &#34;NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.&#34;</p><p>Allowing the shipments could signal a friendlier approach to China, after Trump and Xi brokered a truce in the two countries&#39; trade and tech war in Busan, South Korea in late October.</p><p>Administration officials consider the move a compromise between sending Nvidia&#39;s latest Blackwell chips to China, which Trump has declined to allow, and sending China no U.S. chips at all, which officials believe would bolster Huawei&#39;s efforts to sell AI chips in China, the person familiar with the matter said.</p><p>Nvidia and the U.S. Commerce Department did not immediately respond to requests for comment.</p><h2 id=\"id_3449967260\" style=\"text-align: start;\">FEARS OF CHIPS STRENGTHENING CHINA&#39;S MILITARY</h2><p>China hawks in Washington are concerned that selling more advanced AI chips to China could help Beijing supercharge its military, fears that had first prompted limits on such exports by the Biden administration.</p><p>The Trump administration had been considering greenlighting the sale, sources told Reuters last month.</p><p>Earlier media reports of H200 export approvals drew sharp criticism from Senator Elizabeth Warren, a Massachusetts Democrat who supported a bipartisan effort to reserve powerful U.S. AI chips for U.S. firms.</p><p>&#34;After his backroom meeting with Donald Trump and his company&#39;s donation to the Trump ballroom, (Nvidia) CEO Jensen Huang got his wish to sell the most powerful AI chip we’ve ever sold to China,&#34; Warren said in a statement. &#34;This risks turbocharging China’s bid for technological and military dominance and undermining U.S. economic and national security.&#34;</p><p>The H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor, the H100, allowing it to process data more quickly.</p><p>According to a report released on Sunday by the non-partisan think tank the Institute for Progress, the H200 would be almost six times as powerful as the H20, the most advanced AI semiconductor that can legally be exported to China, after the Trump administration reversed its short-lived ban on such sales this year.</p><p>Export of the chip would allow Chinese AI labs to build AI supercomputers that achieve performance similar to top U.S. AI supercomputers, albeit at higher costs, the report also said.</p><p>Faced with Beijing&#39;s muscular use of export controls on rare earth minerals, which are critical for producing a raft of tech goods, Trump this year threatened new restrictions on tech exports to China, but ultimately rolled them back in most cases.</p><h2 id=\"id_1991625545\" style=\"text-align: start;\">CHINA EYES POTENTIAL SECURITY RISKS</h2><p>China&#39;s cybersecurity regulator summoned Nvidia to a meeting to explain whether its H20 AI chip had any backdoor security risks, an allegation Nvidia has denied, Reuters reported in August.</p><p>Chris McGuire, an expert on technology and national security who served at the U.S. State Department until this summer, said Chinese firms would likely still buy H200s.</p><p>&#34;China would almost certainly accept it,&#34; said McGuire, now a fellow with the Council on Foreign Relations. &#34;It would be self-defeating not to, given the H200 is better than every chip the Chinese can make.&#34;</p><p>But Craig Singleton, a senior fellow at Washington think tank Foundation for Defense of Democracies, said it remained unclear how Beijing would react to U.S. export approvals.</p><p>&#34;Chinese firms want H200s, but the Chinese state is driven by paranoia and pride — paranoia about backdoors and dependence on U.S. chips, and pride in pushing domestic alternatives,&#34; Singleton said. &#34;Washington may approve the chips, but Beijing still has to let them in.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-09 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia shares rise 2% in after-hours trading after Trump&#39;s announcement</p></li><li><p>Concerns over AI chips aiding China&#39;s military</p></li><li><p>Trump says same approach will apply to AMD, Intel</p></li></ul><p>The U.S. government will allow  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  to export its H200 artificial intelligence chips to China, collecting a fee for each chip, U.S. President Donald Trump said on Monday.</p><p>Nvidia shares rose 2% in after-hours trading after Trump made the announcement on Truth Social, having closed 3.16% higher after Semafor first reported the possibility of approval.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/067b2d0cbe972a3f4022d5be77108f5b\" tg-width=\"542\" tg-height=\"267\"/></p><p>Trump said that he had informed President Xi Jinping of China, where Nvidia&#39;s chips are under government scrutiny, about the move and he &#34;responded positively,&#34; according to Trump&#39;s post.</p><p>Trump said the U.S. Commerce Department was finalizing details of the arrangement and the same approach would apply to other AI chip firms such as  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  and  <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>&#34;We will protect National Security, create American Jobs, and keep America’s lead in AI,&#34; Trump wrote on Truth Social. &#34;NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.&#34;</p><p>Allowing the shipments could signal a friendlier approach to China, after Trump and Xi brokered a truce in the two countries&#39; trade and tech war in Busan, South Korea in late October.</p><p>Administration officials consider the move a compromise between sending Nvidia&#39;s latest Blackwell chips to China, which Trump has declined to allow, and sending China no U.S. chips at all, which officials believe would bolster Huawei&#39;s efforts to sell AI chips in China, the person familiar with the matter said.</p><p>Nvidia and the U.S. Commerce Department did not immediately respond to requests for comment.</p><h2 id=\"id_3449967260\" style=\"text-align: start;\">FEARS OF CHIPS STRENGTHENING CHINA&#39;S MILITARY</h2><p>China hawks in Washington are concerned that selling more advanced AI chips to China could help Beijing supercharge its military, fears that had first prompted limits on such exports by the Biden administration.</p><p>The Trump administration had been considering greenlighting the sale, sources told Reuters last month.</p><p>Earlier media reports of H200 export approvals drew sharp criticism from Senator Elizabeth Warren, a Massachusetts Democrat who supported a bipartisan effort to reserve powerful U.S. AI chips for U.S. firms.</p><p>&#34;After his backroom meeting with Donald Trump and his company&#39;s donation to the Trump ballroom, (Nvidia) CEO Jensen Huang got his wish to sell the most powerful AI chip we’ve ever sold to China,&#34; Warren said in a statement. &#34;This risks turbocharging China’s bid for technological and military dominance and undermining U.S. economic and national security.&#34;</p><p>The H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor, the H100, allowing it to process data more quickly.</p><p>According to a report released on Sunday by the non-partisan think tank the Institute for Progress, the H200 would be almost six times as powerful as the H20, the most advanced AI semiconductor that can legally be exported to China, after the Trump administration reversed its short-lived ban on such sales this year.</p><p>Export of the chip would allow Chinese AI labs to build AI supercomputers that achieve performance similar to top U.S. AI supercomputers, albeit at higher costs, the report also said.</p><p>Faced with Beijing&#39;s muscular use of export controls on rare earth minerals, which are critical for producing a raft of tech goods, Trump this year threatened new restrictions on tech exports to China, but ultimately rolled them back in most cases.</p><h2 id=\"id_1991625545\" style=\"text-align: start;\">CHINA EYES POTENTIAL SECURITY RISKS</h2><p>China&#39;s cybersecurity regulator summoned Nvidia to a meeting to explain whether its H20 AI chip had any backdoor security risks, an allegation Nvidia has denied, Reuters reported in August.</p><p>Chris McGuire, an expert on technology and national security who served at the U.S. State Department until this summer, said Chinese firms would likely still buy H200s.</p><p>&#34;China would almost certainly accept it,&#34; said McGuire, now a fellow with the Council on Foreign Relations. &#34;It would be self-defeating not to, given the H200 is better than every chip the Chinese can make.&#34;</p><p>But Craig Singleton, a senior fellow at Washington think tank Foundation for Defense of Democracies, said it remained unclear how Beijing would react to U.S. export approvals.</p><p>&#34;Chinese firms want H200s, but the Chinese state is driven by paranoia and pride — paranoia about backdoors and dependence on U.S. chips, and pride in pushing domestic alternatives,&#34; Singleton said. &#34;Washington may approve the chips, but Beijing still has to let them in.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199941095","content_text":"Nvidia shares rise 2% in after-hours trading after Trump's announcementConcerns over AI chips aiding China's militaryTrump says same approach will apply to AMD, IntelThe U.S. government will allow  NVIDIA  to export its H200 artificial intelligence chips to China, collecting a fee for each chip, U.S. President Donald Trump said on Monday.Nvidia shares rose 2% in after-hours trading after Trump made the announcement on Truth Social, having closed 3.16% higher after Semafor first reported the possibility of approval.Trump said that he had informed President Xi Jinping of China, where Nvidia's chips are under government scrutiny, about the move and he \"responded positively,\" according to Trump's post.Trump said the U.S. Commerce Department was finalizing details of the arrangement and the same approach would apply to other AI chip firms such as  Advanced Micro Devices  and  Intel.\"We will protect National Security, create American Jobs, and keep America’s lead in AI,\" Trump wrote on Truth Social. \"NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.\"Allowing the shipments could signal a friendlier approach to China, after Trump and Xi brokered a truce in the two countries' trade and tech war in Busan, South Korea in late October.Administration officials consider the move a compromise between sending Nvidia's latest Blackwell chips to China, which Trump has declined to allow, and sending China no U.S. chips at all, which officials believe would bolster Huawei's efforts to sell AI chips in China, the person familiar with the matter said.Nvidia and the U.S. Commerce Department did not immediately respond to requests for comment.FEARS OF CHIPS STRENGTHENING CHINA'S MILITARYChina hawks in Washington are concerned that selling more advanced AI chips to China could help Beijing supercharge its military, fears that had first prompted limits on such exports by the Biden administration.The Trump administration had been considering greenlighting the sale, sources told Reuters last month.Earlier media reports of H200 export approvals drew sharp criticism from Senator Elizabeth Warren, a Massachusetts Democrat who supported a bipartisan effort to reserve powerful U.S. AI chips for U.S. firms.\"After his backroom meeting with Donald Trump and his company's donation to the Trump ballroom, (Nvidia) CEO Jensen Huang got his wish to sell the most powerful AI chip we’ve ever sold to China,\" Warren said in a statement. \"This risks turbocharging China’s bid for technological and military dominance and undermining U.S. economic and national security.\"The H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor, the H100, allowing it to process data more quickly.According to a report released on Sunday by the non-partisan think tank the Institute for Progress, the H200 would be almost six times as powerful as the H20, the most advanced AI semiconductor that can legally be exported to China, after the Trump administration reversed its short-lived ban on such sales this year.Export of the chip would allow Chinese AI labs to build AI supercomputers that achieve performance similar to top U.S. AI supercomputers, albeit at higher costs, the report also said.Faced with Beijing's muscular use of export controls on rare earth minerals, which are critical for producing a raft of tech goods, Trump this year threatened new restrictions on tech exports to China, but ultimately rolled them back in most cases.CHINA EYES POTENTIAL SECURITY RISKSChina's cybersecurity regulator summoned Nvidia to a meeting to explain whether its H20 AI chip had any backdoor security risks, an allegation Nvidia has denied, Reuters reported in August.Chris McGuire, an expert on technology and national security who served at the U.S. State Department until this summer, said Chinese firms would likely still buy H200s.\"China would almost certainly accept it,\" said McGuire, now a fellow with the Council on Foreign Relations. \"It would be self-defeating not to, given the H200 is better than every chip the Chinese can make.\"But Craig Singleton, a senior fellow at Washington think tank Foundation for Defense of Democracies, said it remained unclear how Beijing would react to U.S. export approvals.\"Chinese firms want H200s, but the Chinese state is driven by paranoia and pride — paranoia about backdoors and dependence on U.S. chips, and pride in pushing domestic alternatives,\" Singleton said. \"Washington may approve the chips, but Beijing still has to let them in.\"","news_type":1,"symbols_score_info":{"NVDA":2,"AMD":2}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508760620048904,"gmtCreate":1765240654797,"gmtModify":1765244543296,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://uk.finance.yahoo.com/news/trump-allows-nvidia-ship-h200-221209501.html","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://uk.finance.yahoo.com/news/trump-allows-nvidia-ship-h200-221209501.html","text":"$NVIDIA(NVDA)$ https://uk.finance.yahoo.com/news/trump-allows-nvidia-ship-h200-221209501.html","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508760620048904","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507805555643128,"gmtCreate":1764997676586,"gmtModify":1765002358647,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","text":"$NVIDIA(NVDA)$ https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/507805555643128","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506286418854312,"gmtCreate":1764635119014,"gmtModify":1764635122757,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Undervalued Nvidia shares indeed. Looking forward to the inevitable rally&nbsp;","listText":"Undervalued Nvidia shares indeed. Looking forward to the inevitable rally&nbsp;","text":"Undervalued Nvidia shares indeed. Looking forward to the inevitable rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506286418854312","repostId":"2588777762","repostType":4,"repost":{"id":"2588777762","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764631995,"share":"https://ttm.financial/m/news/2588777762?lang=en_US&edition=fundamental","pubTime":"2025-12-02 07:33","market":"us","language":"en","title":"Nvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=2588777762","media":"Dow Jones","summary":"History suggests Nvidia's valuation multiple can expand meaningfully from here, according to a BofA analyst. Nvidia, led by CEO Jensen Huang, is facing heightened competition from custom chips.Concerns about Nvidia have dragged the stock's valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.The good news for Nvidia investors is that in the prior instances where the stock's multiple reached these levels, its forward P/E \"usually rebounded\" to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that's led to a median forward price-to-earnings multiple of 37, he noted.See also: Alphabet and Nvidia alone make up a third of the S&P 500's gains this year, in a sign of Big Tech's dominance. Additionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom  - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% disco","content":"<html><head></head><body><p>Concerns about Nvidia have dragged the stock&#39;s valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.</p><p>Shares of the chip maker (NVDA) are currently trading at a forward price-to-earnings multiple of about 25. That&#39;s similar to previous recent &#34;troughs&#34; in October 2023 and July 2022, BofA&#39;s Vivek Arya said in a Monday note.</p><p>The good news for Nvidia investors is that in the prior instances where the stock&#39;s multiple reached these levels, its forward P/E &#34;usually rebounded&#34; to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that&#39;s led to a median forward price-to-earnings multiple of 37, he noted.</p><p>See also: Alphabet and Nvidia alone make up a third of the S&amp;P 500&#39;s gains this year, in a sign of Big Tech&#39;s dominance</p><p>Additionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% discount.</p><p>On a conceptual basis, this reflects consensus estimates &#34;already implicitly&#34; shifting at least 10 points of AI market share toward Broadcom when looking at the second half of 2026 and the whole of 2027, Arya said.</p><p>Investors increasingly are debating the impact that application-specific integrated circuits designed by players like Broadcom will have on demand for graphics processing units from Nvidia and Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>.</p><p>Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> saw its shares rally last month after Google introduced Gemini 3, which it said outperformed top AI models from competitors such as OpenAI and Anthropic. The tech giant said it used its tensor processing units to train the AI model, leading to jitters in a market already anxious about whether Nvidia would be able to hold on to all its market share in a competitive industry. Google has worked on its TPUs with Broadcom for more than a decade.</p><p>However, Arya said tight chip supply and Nvidia&#39;s &#34;leading allocation&#34; from <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> Co. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> (TW:2330), which also manufactures chips for Broadcom, will likely make it harder for customers to change over the next year. And Google&#39;s custom chips &#34;have been proven only in Google&#39;s data center,&#34; while Nvidia&#39;s chips have been more widely used.</p><p>Morgan Stanley analyst Joseph Moore said he expects Nvidia to keep &#34;dominant market share,&#34; as recent worries over the threat of ASICs &#34;are becoming overstated.&#34; However, Moore said in a Monday note that it&#39;s not clear what will be able to flip negative investor sentiment.</p><p>Moore&#39;s Morgan Stanley team is modeling for Broadcom and AMD to see revenue from AI chips grow &#34;slightly faster&#34; than Nvidia&#39;s in 2026, &#34;but that mostly just reflects supply-chain limitations of a $205 [billion] run-rate revenue stream,&#34; Moore said. Supply of key AI components is expected to be constrained through next year.</p><p>Over the next 12 months, Moore said &#34;customers&#39; biggest anxiety&#34; revolves around getting enough of Nvidia&#39;s products, especially with its upcoming Rubin AI platform.</p><p>&#34;Of course, everyone wants an alternative, and those alternatives will have good economics for some applications,&#34; Moore said. &#34;TPU is by all accounts a solid alternative, and one that has meaningfully contributed to several key models.&#34;</p><p>However, Nvidia&#39;s $51 billion in data-center revenue in the last quarter is about 14 times Google&#39;s TPU revenue, Moore noted, and the $10 billion that Nvidia just logged in sequential revenue growth is about three times that total TPU number.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-02 07:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Concerns about Nvidia have dragged the stock&#39;s valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.</p><p>Shares of the chip maker (NVDA) are currently trading at a forward price-to-earnings multiple of about 25. That&#39;s similar to previous recent &#34;troughs&#34; in October 2023 and July 2022, BofA&#39;s Vivek Arya said in a Monday note.</p><p>The good news for Nvidia investors is that in the prior instances where the stock&#39;s multiple reached these levels, its forward P/E &#34;usually rebounded&#34; to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that&#39;s led to a median forward price-to-earnings multiple of 37, he noted.</p><p>See also: Alphabet and Nvidia alone make up a third of the S&amp;P 500&#39;s gains this year, in a sign of Big Tech&#39;s dominance</p><p>Additionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% discount.</p><p>On a conceptual basis, this reflects consensus estimates &#34;already implicitly&#34; shifting at least 10 points of AI market share toward Broadcom when looking at the second half of 2026 and the whole of 2027, Arya said.</p><p>Investors increasingly are debating the impact that application-specific integrated circuits designed by players like Broadcom will have on demand for graphics processing units from Nvidia and Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>.</p><p>Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> saw its shares rally last month after Google introduced Gemini 3, which it said outperformed top AI models from competitors such as OpenAI and Anthropic. The tech giant said it used its tensor processing units to train the AI model, leading to jitters in a market already anxious about whether Nvidia would be able to hold on to all its market share in a competitive industry. Google has worked on its TPUs with Broadcom for more than a decade.</p><p>However, Arya said tight chip supply and Nvidia&#39;s &#34;leading allocation&#34; from <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> Co. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> (TW:2330), which also manufactures chips for Broadcom, will likely make it harder for customers to change over the next year. And Google&#39;s custom chips &#34;have been proven only in Google&#39;s data center,&#34; while Nvidia&#39;s chips have been more widely used.</p><p>Morgan Stanley analyst Joseph Moore said he expects Nvidia to keep &#34;dominant market share,&#34; as recent worries over the threat of ASICs &#34;are becoming overstated.&#34; However, Moore said in a Monday note that it&#39;s not clear what will be able to flip negative investor sentiment.</p><p>Moore&#39;s Morgan Stanley team is modeling for Broadcom and AMD to see revenue from AI chips grow &#34;slightly faster&#34; than Nvidia&#39;s in 2026, &#34;but that mostly just reflects supply-chain limitations of a $205 [billion] run-rate revenue stream,&#34; Moore said. Supply of key AI components is expected to be constrained through next year.</p><p>Over the next 12 months, Moore said &#34;customers&#39; biggest anxiety&#34; revolves around getting enough of Nvidia&#39;s products, especially with its upcoming Rubin AI platform.</p><p>&#34;Of course, everyone wants an alternative, and those alternatives will have good economics for some applications,&#34; Moore said. &#34;TPU is by all accounts a solid alternative, and one that has meaningfully contributed to several key models.&#34;</p><p>However, Nvidia&#39;s $51 billion in data-center revenue in the last quarter is about 14 times Google&#39;s TPU revenue, Moore noted, and the $10 billion that Nvidia just logged in sequential revenue growth is about three times that total TPU number.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","NVDA":"英伟达","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4567":"ESG概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588777762","content_text":"Concerns about Nvidia have dragged the stock's valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.Shares of the chip maker (NVDA) are currently trading at a forward price-to-earnings multiple of about 25. That's similar to previous recent \"troughs\" in October 2023 and July 2022, BofA's Vivek Arya said in a Monday note.The good news for Nvidia investors is that in the prior instances where the stock's multiple reached these levels, its forward P/E \"usually rebounded\" to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that's led to a median forward price-to-earnings multiple of 37, he noted.See also: Alphabet and Nvidia alone make up a third of the S&P 500's gains this year, in a sign of Big Tech's dominanceAdditionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom $(AVGO)$ - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% discount.On a conceptual basis, this reflects consensus estimates \"already implicitly\" shifting at least 10 points of AI market share toward Broadcom when looking at the second half of 2026 and the whole of 2027, Arya said.Investors increasingly are debating the impact that application-specific integrated circuits designed by players like Broadcom will have on demand for graphics processing units from Nvidia and Advanced Micro Devices $(AMD)$.Alphabet $(GOOGL)$ $(GOOG)$ saw its shares rally last month after Google introduced Gemini 3, which it said outperformed top AI models from competitors such as OpenAI and Anthropic. The tech giant said it used its tensor processing units to train the AI model, leading to jitters in a market already anxious about whether Nvidia would be able to hold on to all its market share in a competitive industry. Google has worked on its TPUs with Broadcom for more than a decade.However, Arya said tight chip supply and Nvidia's \"leading allocation\" from Taiwan Semiconductor Manufacturing Co. $(TSM)$ (TW:2330), which also manufactures chips for Broadcom, will likely make it harder for customers to change over the next year. And Google's custom chips \"have been proven only in Google's data center,\" while Nvidia's chips have been more widely used.Morgan Stanley analyst Joseph Moore said he expects Nvidia to keep \"dominant market share,\" as recent worries over the threat of ASICs \"are becoming overstated.\" However, Moore said in a Monday note that it's not clear what will be able to flip negative investor sentiment.Moore's Morgan Stanley team is modeling for Broadcom and AMD to see revenue from AI chips grow \"slightly faster\" than Nvidia's in 2026, \"but that mostly just reflects supply-chain limitations of a $205 [billion] run-rate revenue stream,\" Moore said. Supply of key AI components is expected to be constrained through next year.Over the next 12 months, Moore said \"customers' biggest anxiety\" revolves around getting enough of Nvidia's products, especially with its upcoming Rubin AI platform.\"Of course, everyone wants an alternative, and those alternatives will have good economics for some applications,\" Moore said. \"TPU is by all accounts a solid alternative, and one that has meaningfully contributed to several key models.\"However, Nvidia's $51 billion in data-center revenue in the last quarter is about 14 times Google's TPU revenue, Moore noted, and the $10 billion that Nvidia just logged in sequential revenue growth is about three times that total TPU number.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504114776179336,"gmtCreate":1764112108390,"gmtModify":1764112110608,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504114776179336","repostId":"1175644802","repostType":4,"repost":{"id":"1175644802","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764111733,"share":"https://ttm.financial/m/news/1175644802?lang=en_US&edition=fundamental","pubTime":"2025-11-26 07:02","market":"us","language":"en","title":"Nvidia Says Its GPUs Are a \"Generation Ahead\" of Google's AI Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1175644802","media":"Tiger Newspress","summary":"Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI...","content":"<html><head></head><body><p>Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI chips.</p><p style=\"text-align: start;\">“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”</p><p style=\"text-align: start;\">The post came after Nvidia saw its shares fall 3% on Tuesday after a report that Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for its data centers.</p><p style=\"text-align: start;\">In its post, Nvidia said its chips are more flexible and powerful compared with so-called ASIC chips — such as Google’s TPUs — which are designed for a single company or function. Nvidia’s latest generation of chips are known as Blackwell.</p><p style=\"text-align: start;\">“NVIDIA offers greater performance, versatility, and fungibility than ASICs,” Nvidia said in its post.</p><p style=\"text-align: start;\">Nvidia has more than 90% of the market for artificial intelligence chips with its graphics processors, analysts say, but Google’s in-house chips have gotten increased attention in recent weeks as a viable alternative to the Blackwell chips, which are expensive but powerful.</p><p style=\"text-align: start;\">Unlike Nvidia, Google doesn’t sell its TPU chips to other companies, but it uses them for internal tasks and allows companies to rent them through Google Cloud.</p><p style=\"text-align: start;\">Earlier this month, Google released Gemini 3, a well-reviewed state-of-the-art AI model that was trained on the company’s TPUs, not Nvidia GPUs.</p><p style=\"text-align: start;\">“We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for years.”</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang addressed rising TPU competition on an earnings call earlier this month, noting that Google was a customer for his company’s GPU chips and that Gemini can run on Nvidia’s technology.</p><p style=\"text-align: start;\">He also mentioned that he was in touch with Demis Hassabis, the CEO of Google DeepMind.</p><p style=\"text-align: start;\">Huang said that Hassabis texted him to say that the tech industry theory that using more chips and data will create more powerful AI models — often called “scaling laws” by AI developers — is “intact.” Nvidia says that scaling laws will lead to even more demand for the company’s chips and systems.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Says Its GPUs Are a \"Generation Ahead\" of Google's AI Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says Its GPUs Are a \"Generation Ahead\" of Google's AI Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-26 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI chips.</p><p style=\"text-align: start;\">“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”</p><p style=\"text-align: start;\">The post came after Nvidia saw its shares fall 3% on Tuesday after a report that Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for its data centers.</p><p style=\"text-align: start;\">In its post, Nvidia said its chips are more flexible and powerful compared with so-called ASIC chips — such as Google’s TPUs — which are designed for a single company or function. Nvidia’s latest generation of chips are known as Blackwell.</p><p style=\"text-align: start;\">“NVIDIA offers greater performance, versatility, and fungibility than ASICs,” Nvidia said in its post.</p><p style=\"text-align: start;\">Nvidia has more than 90% of the market for artificial intelligence chips with its graphics processors, analysts say, but Google’s in-house chips have gotten increased attention in recent weeks as a viable alternative to the Blackwell chips, which are expensive but powerful.</p><p style=\"text-align: start;\">Unlike Nvidia, Google doesn’t sell its TPU chips to other companies, but it uses them for internal tasks and allows companies to rent them through Google Cloud.</p><p style=\"text-align: start;\">Earlier this month, Google released Gemini 3, a well-reviewed state-of-the-art AI model that was trained on the company’s TPUs, not Nvidia GPUs.</p><p style=\"text-align: start;\">“We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for years.”</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang addressed rising TPU competition on an earnings call earlier this month, noting that Google was a customer for his company’s GPU chips and that Gemini can run on Nvidia’s technology.</p><p style=\"text-align: start;\">He also mentioned that he was in touch with Demis Hassabis, the CEO of Google DeepMind.</p><p style=\"text-align: start;\">Huang said that Hassabis texted him to say that the tech industry theory that using more chips and data will create more powerful AI models — often called “scaling laws” by AI developers — is “intact.” Nvidia says that scaling laws will lead to even more demand for the company’s chips and systems.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175644802","content_text":"Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI chips.“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”The post came after Nvidia saw its shares fall 3% on Tuesday after a report that Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for its data centers.In its post, Nvidia said its chips are more flexible and powerful compared with so-called ASIC chips — such as Google’s TPUs — which are designed for a single company or function. Nvidia’s latest generation of chips are known as Blackwell.“NVIDIA offers greater performance, versatility, and fungibility than ASICs,” Nvidia said in its post.Nvidia has more than 90% of the market for artificial intelligence chips with its graphics processors, analysts say, but Google’s in-house chips have gotten increased attention in recent weeks as a viable alternative to the Blackwell chips, which are expensive but powerful.Unlike Nvidia, Google doesn’t sell its TPU chips to other companies, but it uses them for internal tasks and allows companies to rent them through Google Cloud.Earlier this month, Google released Gemini 3, a well-reviewed state-of-the-art AI model that was trained on the company’s TPUs, not Nvidia GPUs.“We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for years.”Nvidia CEO Jensen Huang addressed rising TPU competition on an earnings call earlier this month, noting that Google was a customer for his company’s GPU chips and that Gemini can run on Nvidia’s technology.He also mentioned that he was in touch with Demis Hassabis, the CEO of Google DeepMind.Huang said that Hassabis texted him to say that the tech industry theory that using more chips and data will create more powerful AI models — often called “scaling laws” by AI developers — is “intact.” Nvidia says that scaling laws will lead to even more demand for the company’s chips and systems.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503366633820776,"gmtCreate":1763900836133,"gmtModify":1763913080971,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"htmlText":"I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.","listText":"I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.","text":"I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503366633820776","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502848788915112,"gmtCreate":1763774400815,"gmtModify":1763777765165,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/","text":"$NVIDIA(NVDA)$ https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502848788915112","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501998517646008,"gmtCreate":1763567857496,"gmtModify":1763570373510,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to shoot to the moon!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to shoot to the moon!","text":"$NVIDIA(NVDA)$ Time to shoot to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501998517646008","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501168359977832,"gmtCreate":1763397273357,"gmtModify":1763397906222,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.","listText":"Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.","text":"Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/501168359977832","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":509309644886536,"gmtCreate":1765374694065,"gmtModify":1765375984179,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","listText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","text":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/509309644886536","repostId":"1157089461","repostType":2,"repost":{"id":"1157089461","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765365828,"share":"https://ttm.financial/m/news/1157089461?lang=en_US&edition=fundamental","pubTime":"2025-12-10 19:23","market":"us","language":"en","title":"ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1157089461","media":"Reuters","summary":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the...","content":"<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-10 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157089461","content_text":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.The Chinese companies are keen to place large orders for Nvidia's second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.Before Trump's decision to allow Nvidia's Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.The Chinese government has yet to give a clear answer to Trump's announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia's AI chips, Reuters has reported, pummelling Nvidia's market share in China.The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.The officials told the companies they would be informed of Beijing's decision soon, The Information said, citing sources.Very limited quantities of H200 are currently in production, two other people familiar with Nvidia's supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.CHINESE PURCHASES EXPECTED TO BE LOW-KEYChinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.Elite Chinese universities, data center firms, and entities affiliated to China's military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.\"The training of leading Chinese AI models still relies on Nvidia cards,\" said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud's solution and ecology units.\"I expect the leading Chinese tech companies to buy a lot although in a low key manner,\" he added.Asked about the H200, China's foreign ministry has only said that the country values cooperation with the United States.The ministry declined to comment further on Wednesday.","news_type":1,"symbols_score_info":{"BABA":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511798423867704,"gmtCreate":1765978340041,"gmtModify":1765980573726,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","text":"$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511798423867704","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507805555643128,"gmtCreate":1764997676586,"gmtModify":1765002358647,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","text":"$NVIDIA(NVDA)$ https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/507805555643128","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502848788915112,"gmtCreate":1763774400815,"gmtModify":1763777765165,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/","text":"$NVIDIA(NVDA)$ https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502848788915112","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504114776179336,"gmtCreate":1764112108390,"gmtModify":1764112110608,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504114776179336","repostId":"1175644802","repostType":4,"repost":{"id":"1175644802","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764111733,"share":"https://ttm.financial/m/news/1175644802?lang=en_US&edition=fundamental","pubTime":"2025-11-26 07:02","market":"us","language":"en","title":"Nvidia Says Its GPUs Are a \"Generation Ahead\" of Google's AI Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1175644802","media":"Tiger Newspress","summary":"Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI...","content":"<html><head></head><body><p>Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI chips.</p><p style=\"text-align: start;\">“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”</p><p style=\"text-align: start;\">The post came after Nvidia saw its shares fall 3% on Tuesday after a report that Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for its data centers.</p><p style=\"text-align: start;\">In its post, Nvidia said its chips are more flexible and powerful compared with so-called ASIC chips — such as Google’s TPUs — which are designed for a single company or function. Nvidia’s latest generation of chips are known as Blackwell.</p><p style=\"text-align: start;\">“NVIDIA offers greater performance, versatility, and fungibility than ASICs,” Nvidia said in its post.</p><p style=\"text-align: start;\">Nvidia has more than 90% of the market for artificial intelligence chips with its graphics processors, analysts say, but Google’s in-house chips have gotten increased attention in recent weeks as a viable alternative to the Blackwell chips, which are expensive but powerful.</p><p style=\"text-align: start;\">Unlike Nvidia, Google doesn’t sell its TPU chips to other companies, but it uses them for internal tasks and allows companies to rent them through Google Cloud.</p><p style=\"text-align: start;\">Earlier this month, Google released Gemini 3, a well-reviewed state-of-the-art AI model that was trained on the company’s TPUs, not Nvidia GPUs.</p><p style=\"text-align: start;\">“We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for years.”</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang addressed rising TPU competition on an earnings call earlier this month, noting that Google was a customer for his company’s GPU chips and that Gemini can run on Nvidia’s technology.</p><p style=\"text-align: start;\">He also mentioned that he was in touch with Demis Hassabis, the CEO of Google DeepMind.</p><p style=\"text-align: start;\">Huang said that Hassabis texted him to say that the tech industry theory that using more chips and data will create more powerful AI models — often called “scaling laws” by AI developers — is “intact.” Nvidia says that scaling laws will lead to even more demand for the company’s chips and systems.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Says Its GPUs Are a \"Generation Ahead\" of Google's AI Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says Its GPUs Are a \"Generation Ahead\" of Google's AI Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-26 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI chips.</p><p style=\"text-align: start;\">“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”</p><p style=\"text-align: start;\">The post came after Nvidia saw its shares fall 3% on Tuesday after a report that Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for its data centers.</p><p style=\"text-align: start;\">In its post, Nvidia said its chips are more flexible and powerful compared with so-called ASIC chips — such as Google’s TPUs — which are designed for a single company or function. Nvidia’s latest generation of chips are known as Blackwell.</p><p style=\"text-align: start;\">“NVIDIA offers greater performance, versatility, and fungibility than ASICs,” Nvidia said in its post.</p><p style=\"text-align: start;\">Nvidia has more than 90% of the market for artificial intelligence chips with its graphics processors, analysts say, but Google’s in-house chips have gotten increased attention in recent weeks as a viable alternative to the Blackwell chips, which are expensive but powerful.</p><p style=\"text-align: start;\">Unlike Nvidia, Google doesn’t sell its TPU chips to other companies, but it uses them for internal tasks and allows companies to rent them through Google Cloud.</p><p style=\"text-align: start;\">Earlier this month, Google released Gemini 3, a well-reviewed state-of-the-art AI model that was trained on the company’s TPUs, not Nvidia GPUs.</p><p style=\"text-align: start;\">“We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for years.”</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang addressed rising TPU competition on an earnings call earlier this month, noting that Google was a customer for his company’s GPU chips and that Gemini can run on Nvidia’s technology.</p><p style=\"text-align: start;\">He also mentioned that he was in touch with Demis Hassabis, the CEO of Google DeepMind.</p><p style=\"text-align: start;\">Huang said that Hassabis texted him to say that the tech industry theory that using more chips and data will create more powerful AI models — often called “scaling laws” by AI developers — is “intact.” Nvidia says that scaling laws will lead to even more demand for the company’s chips and systems.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175644802","content_text":"Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI chips.“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”The post came after Nvidia saw its shares fall 3% on Tuesday after a report that Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for its data centers.In its post, Nvidia said its chips are more flexible and powerful compared with so-called ASIC chips — such as Google’s TPUs — which are designed for a single company or function. Nvidia’s latest generation of chips are known as Blackwell.“NVIDIA offers greater performance, versatility, and fungibility than ASICs,” Nvidia said in its post.Nvidia has more than 90% of the market for artificial intelligence chips with its graphics processors, analysts say, but Google’s in-house chips have gotten increased attention in recent weeks as a viable alternative to the Blackwell chips, which are expensive but powerful.Unlike Nvidia, Google doesn’t sell its TPU chips to other companies, but it uses them for internal tasks and allows companies to rent them through Google Cloud.Earlier this month, Google released Gemini 3, a well-reviewed state-of-the-art AI model that was trained on the company’s TPUs, not Nvidia GPUs.“We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for years.”Nvidia CEO Jensen Huang addressed rising TPU competition on an earnings call earlier this month, noting that Google was a customer for his company’s GPU chips and that Gemini can run on Nvidia’s technology.He also mentioned that he was in touch with Demis Hassabis, the CEO of Google DeepMind.Huang said that Hassabis texted him to say that the tech industry theory that using more chips and data will create more powerful AI models — often called “scaling laws” by AI developers — is “intact.” Nvidia says that scaling laws will lead to even more demand for the company’s chips and systems.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511789762265328,"gmtCreate":1765976225018,"gmtModify":1765977888321,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.","listText":"This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.","text":"This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511789762265328","repostId":"1181374063","repostType":2,"repost":{"id":"1181374063","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1765966609,"share":"https://ttm.financial/m/news/1181374063?lang=en_US&edition=fundamental","pubTime":"2025-12-17 18:16","market":"fut","language":"en","title":"Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=1181374063","media":"Stock News","summary":"Goldman Sachs Asset Management's Sung Cho, Co-Head of Technology Investing and U.S. Fundamental Equity, recently conveyed a reassuring message during a discussion with Scott Wapner: the widespread...","content":"<p>Goldman Sachs Asset Management's Sung Cho, Co-Head of Technology Investing and U.S. Fundamental Equity, recently conveyed a reassuring message during a discussion with Scott Wapner: the widespread anxiety over AI financing—often triggered by volatile valuations and perceived fragility—is largely exaggerated. The conversation explored the trajectory of AI investments, broader market prospects, and the underlying stability of the sector's capital structure, offering nuanced insights for founders, venture capitalists, and industry professionals navigating this transformative era.</p>\n<p>Cho challenged the narrative of an impending AI bubble by analyzing the capital sources fueling the current boom. He emphasized that most AI investments are not reliant on speculative debt but are instead backed by robust internal cash flows from established tech giants. This distinction is critical in understanding the long-term resilience of the AI market.</p>\n<p>Quantifying the massive capital inflows into AI, Cho stated, \"Considering the total expenditure required over the next few years, we estimate it to be between $700 billion and $1 trillion. What should ease concerns is that 90% of this is funded by operating cash flows.\" This heavy reliance on internal capital—rather than external debt—highlights a fundamental strength in AI investment, differentiating it from past tech speculation cycles.</p>\n<p>The implications are significant: companies are financing their AI ambitions from a position of financial health rather than leveraging themselves into precarious positions. Moreover, even the smaller portion of AI investments funded through debt remains stable. Cho noted that a substantial share of this debt is issued by high-rated entities, explaining, \"Only about 10% is debt-funded—and much of that is issued by Meta, whose credit rating surpasses even the U.S. government, with bond spreads tighter than Treasuries.\" This indicates that AI-related debt financing is concentrated in highly creditworthy firms, not speculative enterprises with shaky balance sheets, further mitigating systemic risk.</p>\n<p>Addressing concerns about specific companies like Coreweave (CRWV.US) and Oracle (ORCL.US), which have faced recent market turbulence, Cho clarified that these cases do not reflect weakening AI demand. Instead, they stem from operational challenges or supply chain bottlenecks. \"By 2026, funding won’t be the issue,\" he said. \"For Coreweave and Oracle, the problem isn’t demand—it’s supply chain backlogs.\" This distinction is crucial for investors, as it suggests company-specific setbacks are temporary and solvable rather than indicators of broader industry decline.</p>\n<p>Cho’s second key insight revolves around the dynamic and inherently volatile nature of leadership in foundational AI models. Rapid shifts in perceived frontrunners define this emerging market—today’s leader could be overtaken tomorrow. He highlighted the swift changes in investor sentiment and market valuations among top AI players, observing, \"Look at how perceptions shifted in 2025 alone: early in the year, Meta was seen as the dominant model; six months later, OpenAI took the lead; and recently, Google has surged ahead in investors’ eyes.\"</p>\n<p>This competitive fluidity, while generating notable stock volatility, reflects fierce innovation battles rather than systemic market weakness. The financial impact is staggering—for instance, Google’s $1 trillion market cap surge over three months was directly tied to its perceived technological edge with Gemini. Such rapid reallocations of investor confidence underscore how leadership perceptions can reshape valuations overnight.</p>\n<p>The dynamic environment will persist, with upcoming advancements—like models trained on NVIDIA’s Blackwell architecture in early 2026—likely triggering further volatility and leadership shifts. As innovation accelerates, market participants should expect continuous realignments in perceived dominance.</p>\n<p>Ultimately, Cho’s analysis paints a picture of an AI market underpinned by ample capital, primarily sustained through operational cash flows rather than precarious leverage. While competition among leading AI developers will remain intensely volatile, these fluctuations are natural outcomes of rapid innovation, not signs of systemic financial fragility. Though anxieties persist, they appear overstated when examined against the sector’s underlying financial health and demand fundamentals.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-12-17 18:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Goldman Sachs Asset Management's Sung Cho, Co-Head of Technology Investing and U.S. Fundamental Equity, recently conveyed a reassuring message during a discussion with Scott Wapner: the widespread anxiety over AI financing—often triggered by volatile valuations and perceived fragility—is largely exaggerated. The conversation explored the trajectory of AI investments, broader market prospects, and the underlying stability of the sector's capital structure, offering nuanced insights for founders, venture capitalists, and industry professionals navigating this transformative era.</p>\n<p>Cho challenged the narrative of an impending AI bubble by analyzing the capital sources fueling the current boom. He emphasized that most AI investments are not reliant on speculative debt but are instead backed by robust internal cash flows from established tech giants. This distinction is critical in understanding the long-term resilience of the AI market.</p>\n<p>Quantifying the massive capital inflows into AI, Cho stated, \"Considering the total expenditure required over the next few years, we estimate it to be between $700 billion and $1 trillion. What should ease concerns is that 90% of this is funded by operating cash flows.\" This heavy reliance on internal capital—rather than external debt—highlights a fundamental strength in AI investment, differentiating it from past tech speculation cycles.</p>\n<p>The implications are significant: companies are financing their AI ambitions from a position of financial health rather than leveraging themselves into precarious positions. Moreover, even the smaller portion of AI investments funded through debt remains stable. Cho noted that a substantial share of this debt is issued by high-rated entities, explaining, \"Only about 10% is debt-funded—and much of that is issued by Meta, whose credit rating surpasses even the U.S. government, with bond spreads tighter than Treasuries.\" This indicates that AI-related debt financing is concentrated in highly creditworthy firms, not speculative enterprises with shaky balance sheets, further mitigating systemic risk.</p>\n<p>Addressing concerns about specific companies like Coreweave (CRWV.US) and Oracle (ORCL.US), which have faced recent market turbulence, Cho clarified that these cases do not reflect weakening AI demand. Instead, they stem from operational challenges or supply chain bottlenecks. \"By 2026, funding won’t be the issue,\" he said. \"For Coreweave and Oracle, the problem isn’t demand—it’s supply chain backlogs.\" This distinction is crucial for investors, as it suggests company-specific setbacks are temporary and solvable rather than indicators of broader industry decline.</p>\n<p>Cho’s second key insight revolves around the dynamic and inherently volatile nature of leadership in foundational AI models. Rapid shifts in perceived frontrunners define this emerging market—today’s leader could be overtaken tomorrow. He highlighted the swift changes in investor sentiment and market valuations among top AI players, observing, \"Look at how perceptions shifted in 2025 alone: early in the year, Meta was seen as the dominant model; six months later, OpenAI took the lead; and recently, Google has surged ahead in investors’ eyes.\"</p>\n<p>This competitive fluidity, while generating notable stock volatility, reflects fierce innovation battles rather than systemic market weakness. The financial impact is staggering—for instance, Google’s $1 trillion market cap surge over three months was directly tied to its perceived technological edge with Gemini. Such rapid reallocations of investor confidence underscore how leadership perceptions can reshape valuations overnight.</p>\n<p>The dynamic environment will persist, with upcoming advancements—like models trained on NVIDIA’s Blackwell architecture in early 2026—likely triggering further volatility and leadership shifts. As innovation accelerates, market participants should expect continuous realignments in perceived dominance.</p>\n<p>Ultimately, Cho’s analysis paints a picture of an AI market underpinned by ample capital, primarily sustained through operational cash flows rather than precarious leverage. While competition among leading AI developers will remain intensely volatile, these fluctuations are natural outcomes of rapid innovation, not signs of systemic financial fragility. Though anxieties persist, they appear overstated when examined against the sector’s underlying financial health and demand fundamentals.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159399":"现金流","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","AMZN":"亚马逊","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","GS":"高盛","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","GOOG":"谷歌","MSFT":"微软","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","META":"Meta Platforms, Inc.","BK4516":"特朗普概念","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","XMAG":"Defiance Large Cap ex-Mag 7 ETF","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","BK4504":"桥水持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","BK4588":"碎股","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK4550":"红杉资本持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4552":"Archegos爆仓风波概念","AAPL":"苹果","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","NVDA":"英伟达","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","TSLA":"特斯拉","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181374063","content_text":"Goldman Sachs Asset Management's Sung Cho, Co-Head of Technology Investing and U.S. Fundamental Equity, recently conveyed a reassuring message during a discussion with Scott Wapner: the widespread anxiety over AI financing—often triggered by volatile valuations and perceived fragility—is largely exaggerated. The conversation explored the trajectory of AI investments, broader market prospects, and the underlying stability of the sector's capital structure, offering nuanced insights for founders, venture capitalists, and industry professionals navigating this transformative era.\nCho challenged the narrative of an impending AI bubble by analyzing the capital sources fueling the current boom. He emphasized that most AI investments are not reliant on speculative debt but are instead backed by robust internal cash flows from established tech giants. This distinction is critical in understanding the long-term resilience of the AI market.\nQuantifying the massive capital inflows into AI, Cho stated, \"Considering the total expenditure required over the next few years, we estimate it to be between $700 billion and $1 trillion. What should ease concerns is that 90% of this is funded by operating cash flows.\" This heavy reliance on internal capital—rather than external debt—highlights a fundamental strength in AI investment, differentiating it from past tech speculation cycles.\nThe implications are significant: companies are financing their AI ambitions from a position of financial health rather than leveraging themselves into precarious positions. Moreover, even the smaller portion of AI investments funded through debt remains stable. Cho noted that a substantial share of this debt is issued by high-rated entities, explaining, \"Only about 10% is debt-funded—and much of that is issued by Meta, whose credit rating surpasses even the U.S. government, with bond spreads tighter than Treasuries.\" This indicates that AI-related debt financing is concentrated in highly creditworthy firms, not speculative enterprises with shaky balance sheets, further mitigating systemic risk.\nAddressing concerns about specific companies like Coreweave (CRWV.US) and Oracle (ORCL.US), which have faced recent market turbulence, Cho clarified that these cases do not reflect weakening AI demand. Instead, they stem from operational challenges or supply chain bottlenecks. \"By 2026, funding won’t be the issue,\" he said. \"For Coreweave and Oracle, the problem isn’t demand—it’s supply chain backlogs.\" This distinction is crucial for investors, as it suggests company-specific setbacks are temporary and solvable rather than indicators of broader industry decline.\nCho’s second key insight revolves around the dynamic and inherently volatile nature of leadership in foundational AI models. Rapid shifts in perceived frontrunners define this emerging market—today’s leader could be overtaken tomorrow. He highlighted the swift changes in investor sentiment and market valuations among top AI players, observing, \"Look at how perceptions shifted in 2025 alone: early in the year, Meta was seen as the dominant model; six months later, OpenAI took the lead; and recently, Google has surged ahead in investors’ eyes.\"\nThis competitive fluidity, while generating notable stock volatility, reflects fierce innovation battles rather than systemic market weakness. The financial impact is staggering—for instance, Google’s $1 trillion market cap surge over three months was directly tied to its perceived technological edge with Gemini. Such rapid reallocations of investor confidence underscore how leadership perceptions can reshape valuations overnight.\nThe dynamic environment will persist, with upcoming advancements—like models trained on NVIDIA’s Blackwell architecture in early 2026—likely triggering further volatility and leadership shifts. As innovation accelerates, market participants should expect continuous realignments in perceived dominance.\nUltimately, Cho’s analysis paints a picture of an AI market underpinned by ample capital, primarily sustained through operational cash flows rather than precarious leverage. While competition among leading AI developers will remain intensely volatile, these fluctuations are natural outcomes of rapid innovation, not signs of systemic financial fragility. Though anxieties persist, they appear overstated when examined against the sector’s underlying financial health and demand fundamentals.","news_type":1,"symbols_score_info":{"159399":1,"XMAG":1,"AMZN":1,"GS":1,"MSFT":1,"GOOG":1,"AAPL":1,"NVDA":1,"TSLA":1,"META":1}},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501168359977832,"gmtCreate":1763397273357,"gmtModify":1763397906222,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.","listText":"Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.","text":"Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/501168359977832","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510083907666464,"gmtCreate":1765545828397,"gmtModify":1765545832370,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Best news of the day!","listText":"Best news of the day!","text":"Best news of the day!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510083907666464","repostId":"2590506778","repostType":4,"repost":{"id":"2590506778","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765545429,"share":"https://ttm.financial/m/news/2590506778?lang=en_US&edition=fundamental","pubTime":"2025-12-12 21:17","market":"nz","language":"en","title":"Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2590506778","media":"Reuters","summary":"EXCLUSIVE-Nvidia considers increasing H200 chip output due to robust China demand, sources say Dec 12 (Reuters) - Nvidia NVDA.O has told Chinese clients it is evaluating adding production capacity for","content":"<html><head></head><body><p>Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.</p><p>Shares of Nvidia rose 0.92% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3693b50ee4f8448dd119f448b1181de\" title=\"\" tg-width=\"846\" tg-height=\"615\"/></p><p>The move comes after U.S. President Donald Trump said on Tuesday the U.S. government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such sales.</p><p>Demand for the chip from Chinese companies is so strong that Nvidia is leaning toward adding new capacity, one of the sources said. They declined to be named as the discussions are private.</p><p>Nvidia did not immediately reply to a Reuters&#39; request for comment.</p><p>Major Chinese companies including Alibaba 9988.HK and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders, Reuters reported on Wednesday.</p><p>However, uncertainties remain, as the Chinese government has yet to greenlight any purchase of the H200. Chinese officials convened emergency meetings on Wednesday to discuss the matter and will decide whether to allow it to be shipped into China, said one of the two sources and a third source.</p><p>Very limited quantities of H200 chips are currently in production, Reuters reported on Wednesday, as the U.S. AI chip leader is focused on producing its most advanced Blackwell and upcoming Rubin lines.</p><p>CHINA PROMOTING ITS OWN AI INDUSTRY</p><p>Supply of H200 chips has been a major concern for Chinese clients and they have reached out to Nvidia seeking clarity on this, sources said.</p><p>As part of the briefing provided by Nvidia, the company has also given them guidance on current supply levels, said one of the first two people, without providing a specific number.</p><p>The H200 went into mass deployment last year and is the fastest AI chip in Nvidia&#39;s previous Hopper generation. The chip is manufactured by TSMC 2330.TW using the Taiwanese firm&#39;s 4nm manufacturing process technology.</p><p>TSMC and China&#39;s Ministry of Industry and Information Technology (MIIT) did not immediately reply to requests for comment.</p><p>Chinese companies&#39; strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently access.</p><p>It is about six times more powerful than the H20, a downgraded chip from Nvidia tailored for the Chinese market that was released in late 2023.</p><p>Trump&#39;s decision on the H200 comes at a time when China is pushing to promote its own domestic AI chip industry. As domestic chip companies have yet to produce products that match the H200, there have been concerns that allowing the H200 into China could stymie the industry.</p><p>&#34;Its (H200) compute performance is approximately 2-3 times that of the most advanced domestically produced accelerators,&#34; said Nori Chiou, investment director at White Oak Capital Partners.</p><p>&#34;I’m already observing many CSPs (Cloud Service Providers) and enterprise customers aggressively placing large orders and lobbying the government to relax restrictions on a conditional basis,&#34; he said, adding Chinese AI demand exceeds the capacity of local production.</p><p>During the emergency meetings, there was a proposal to require each H200 purchase to be bundled with a certain ratio of domestic chips, one of the first two sources and a third source said.</p><p>For Nvidia, adding new capacity is also challenging at a time when it is not only transitioning to Rubin but also competing with companies including Alphabet&#39;s GOOGL.O Google for limited advanced chipmaking capacity from TSMC.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-12 21:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.</p><p>Shares of Nvidia rose 0.92% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3693b50ee4f8448dd119f448b1181de\" title=\"\" tg-width=\"846\" tg-height=\"615\"/></p><p>The move comes after U.S. President Donald Trump said on Tuesday the U.S. government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such sales.</p><p>Demand for the chip from Chinese companies is so strong that Nvidia is leaning toward adding new capacity, one of the sources said. They declined to be named as the discussions are private.</p><p>Nvidia did not immediately reply to a Reuters&#39; request for comment.</p><p>Major Chinese companies including Alibaba 9988.HK and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders, Reuters reported on Wednesday.</p><p>However, uncertainties remain, as the Chinese government has yet to greenlight any purchase of the H200. Chinese officials convened emergency meetings on Wednesday to discuss the matter and will decide whether to allow it to be shipped into China, said one of the two sources and a third source.</p><p>Very limited quantities of H200 chips are currently in production, Reuters reported on Wednesday, as the U.S. AI chip leader is focused on producing its most advanced Blackwell and upcoming Rubin lines.</p><p>CHINA PROMOTING ITS OWN AI INDUSTRY</p><p>Supply of H200 chips has been a major concern for Chinese clients and they have reached out to Nvidia seeking clarity on this, sources said.</p><p>As part of the briefing provided by Nvidia, the company has also given them guidance on current supply levels, said one of the first two people, without providing a specific number.</p><p>The H200 went into mass deployment last year and is the fastest AI chip in Nvidia&#39;s previous Hopper generation. The chip is manufactured by TSMC 2330.TW using the Taiwanese firm&#39;s 4nm manufacturing process technology.</p><p>TSMC and China&#39;s Ministry of Industry and Information Technology (MIIT) did not immediately reply to requests for comment.</p><p>Chinese companies&#39; strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently access.</p><p>It is about six times more powerful than the H20, a downgraded chip from Nvidia tailored for the Chinese market that was released in late 2023.</p><p>Trump&#39;s decision on the H200 comes at a time when China is pushing to promote its own domestic AI chip industry. As domestic chip companies have yet to produce products that match the H200, there have been concerns that allowing the H200 into China could stymie the industry.</p><p>&#34;Its (H200) compute performance is approximately 2-3 times that of the most advanced domestically produced accelerators,&#34; said Nori Chiou, investment director at White Oak Capital Partners.</p><p>&#34;I’m already observing many CSPs (Cloud Service Providers) and enterprise customers aggressively placing large orders and lobbying the government to relax restrictions on a conditional basis,&#34; he said, adding Chinese AI demand exceeds the capacity of local production.</p><p>During the emergency meetings, there was a proposal to require each H200 purchase to be bundled with a certain ratio of domestic chips, one of the first two sources and a third source said.</p><p>For Nvidia, adding new capacity is also challenging at a time when it is not only transitioning to Rubin but also competing with companies including Alphabet&#39;s GOOGL.O Google for limited advanced chipmaking capacity from TSMC.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","BK4602":"量子计算概念","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","NVDA":"英伟达","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251212:nL1N3XI09D:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590506778","content_text":"Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.Shares of Nvidia rose 0.92% on the news.The move comes after U.S. President Donald Trump said on Tuesday the U.S. government would allow Nvidia to export H200 processors, its second-fastest AI chips, to China and collect a 25% fee on such sales.Demand for the chip from Chinese companies is so strong that Nvidia is leaning toward adding new capacity, one of the sources said. They declined to be named as the discussions are private.Nvidia did not immediately reply to a Reuters' request for comment.Major Chinese companies including Alibaba 9988.HK and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders, Reuters reported on Wednesday.However, uncertainties remain, as the Chinese government has yet to greenlight any purchase of the H200. Chinese officials convened emergency meetings on Wednesday to discuss the matter and will decide whether to allow it to be shipped into China, said one of the two sources and a third source.Very limited quantities of H200 chips are currently in production, Reuters reported on Wednesday, as the U.S. AI chip leader is focused on producing its most advanced Blackwell and upcoming Rubin lines.CHINA PROMOTING ITS OWN AI INDUSTRYSupply of H200 chips has been a major concern for Chinese clients and they have reached out to Nvidia seeking clarity on this, sources said.As part of the briefing provided by Nvidia, the company has also given them guidance on current supply levels, said one of the first two people, without providing a specific number.The H200 went into mass deployment last year and is the fastest AI chip in Nvidia's previous Hopper generation. The chip is manufactured by TSMC 2330.TW using the Taiwanese firm's 4nm manufacturing process technology.TSMC and China's Ministry of Industry and Information Technology (MIIT) did not immediately reply to requests for comment.Chinese companies' strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently access.It is about six times more powerful than the H20, a downgraded chip from Nvidia tailored for the Chinese market that was released in late 2023.Trump's decision on the H200 comes at a time when China is pushing to promote its own domestic AI chip industry. As domestic chip companies have yet to produce products that match the H200, there have been concerns that allowing the H200 into China could stymie the industry.\"Its (H200) compute performance is approximately 2-3 times that of the most advanced domestically produced accelerators,\" said Nori Chiou, investment director at White Oak Capital Partners.\"I’m already observing many CSPs (Cloud Service Providers) and enterprise customers aggressively placing large orders and lobbying the government to relax restrictions on a conditional basis,\" he said, adding Chinese AI demand exceeds the capacity of local production.During the emergency meetings, there was a proposal to require each H200 purchase to be bundled with a certain ratio of domestic chips, one of the first two sources and a third source said.For Nvidia, adding new capacity is also challenging at a time when it is not only transitioning to Rubin but also competing with companies including Alphabet's GOOGL.O Google for limited advanced chipmaking capacity from TSMC.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503366633820776,"gmtCreate":1763900836133,"gmtModify":1763913080971,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"htmlText":"I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.","listText":"I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.","text":"I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503366633820776","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508760620048904,"gmtCreate":1765240654797,"gmtModify":1765244543296,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://uk.finance.yahoo.com/news/trump-allows-nvidia-ship-h200-221209501.html","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://uk.finance.yahoo.com/news/trump-allows-nvidia-ship-h200-221209501.html","text":"$NVIDIA(NVDA)$ https://uk.finance.yahoo.com/news/trump-allows-nvidia-ship-h200-221209501.html","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508760620048904","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506286418854312,"gmtCreate":1764635119014,"gmtModify":1764635122757,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Undervalued Nvidia shares indeed. Looking forward to the inevitable rally&nbsp;","listText":"Undervalued Nvidia shares indeed. Looking forward to the inevitable rally&nbsp;","text":"Undervalued Nvidia shares indeed. Looking forward to the inevitable rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506286418854312","repostId":"2588777762","repostType":4,"repost":{"id":"2588777762","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764631995,"share":"https://ttm.financial/m/news/2588777762?lang=en_US&edition=fundamental","pubTime":"2025-12-02 07:33","market":"us","language":"en","title":"Nvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=2588777762","media":"Dow Jones","summary":"History suggests Nvidia's valuation multiple can expand meaningfully from here, according to a BofA analyst. Nvidia, led by CEO Jensen Huang, is facing heightened competition from custom chips.Concerns about Nvidia have dragged the stock's valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.The good news for Nvidia investors is that in the prior instances where the stock's multiple reached these levels, its forward P/E \"usually rebounded\" to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that's led to a median forward price-to-earnings multiple of 37, he noted.See also: Alphabet and Nvidia alone make up a third of the S&P 500's gains this year, in a sign of Big Tech's dominance. Additionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom  - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% disco","content":"<html><head></head><body><p>Concerns about Nvidia have dragged the stock&#39;s valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.</p><p>Shares of the chip maker (NVDA) are currently trading at a forward price-to-earnings multiple of about 25. That&#39;s similar to previous recent &#34;troughs&#34; in October 2023 and July 2022, BofA&#39;s Vivek Arya said in a Monday note.</p><p>The good news for Nvidia investors is that in the prior instances where the stock&#39;s multiple reached these levels, its forward P/E &#34;usually rebounded&#34; to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that&#39;s led to a median forward price-to-earnings multiple of 37, he noted.</p><p>See also: Alphabet and Nvidia alone make up a third of the S&amp;P 500&#39;s gains this year, in a sign of Big Tech&#39;s dominance</p><p>Additionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% discount.</p><p>On a conceptual basis, this reflects consensus estimates &#34;already implicitly&#34; shifting at least 10 points of AI market share toward Broadcom when looking at the second half of 2026 and the whole of 2027, Arya said.</p><p>Investors increasingly are debating the impact that application-specific integrated circuits designed by players like Broadcom will have on demand for graphics processing units from Nvidia and Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>.</p><p>Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> saw its shares rally last month after Google introduced Gemini 3, which it said outperformed top AI models from competitors such as OpenAI and Anthropic. The tech giant said it used its tensor processing units to train the AI model, leading to jitters in a market already anxious about whether Nvidia would be able to hold on to all its market share in a competitive industry. Google has worked on its TPUs with Broadcom for more than a decade.</p><p>However, Arya said tight chip supply and Nvidia&#39;s &#34;leading allocation&#34; from <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> Co. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> (TW:2330), which also manufactures chips for Broadcom, will likely make it harder for customers to change over the next year. And Google&#39;s custom chips &#34;have been proven only in Google&#39;s data center,&#34; while Nvidia&#39;s chips have been more widely used.</p><p>Morgan Stanley analyst Joseph Moore said he expects Nvidia to keep &#34;dominant market share,&#34; as recent worries over the threat of ASICs &#34;are becoming overstated.&#34; However, Moore said in a Monday note that it&#39;s not clear what will be able to flip negative investor sentiment.</p><p>Moore&#39;s Morgan Stanley team is modeling for Broadcom and AMD to see revenue from AI chips grow &#34;slightly faster&#34; than Nvidia&#39;s in 2026, &#34;but that mostly just reflects supply-chain limitations of a $205 [billion] run-rate revenue stream,&#34; Moore said. Supply of key AI components is expected to be constrained through next year.</p><p>Over the next 12 months, Moore said &#34;customers&#39; biggest anxiety&#34; revolves around getting enough of Nvidia&#39;s products, especially with its upcoming Rubin AI platform.</p><p>&#34;Of course, everyone wants an alternative, and those alternatives will have good economics for some applications,&#34; Moore said. &#34;TPU is by all accounts a solid alternative, and one that has meaningfully contributed to several key models.&#34;</p><p>However, Nvidia&#39;s $51 billion in data-center revenue in the last quarter is about 14 times Google&#39;s TPU revenue, Moore noted, and the $10 billion that Nvidia just logged in sequential revenue growth is about three times that total TPU number.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-02 07:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Concerns about Nvidia have dragged the stock&#39;s valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.</p><p>Shares of the chip maker (NVDA) are currently trading at a forward price-to-earnings multiple of about 25. That&#39;s similar to previous recent &#34;troughs&#34; in October 2023 and July 2022, BofA&#39;s Vivek Arya said in a Monday note.</p><p>The good news for Nvidia investors is that in the prior instances where the stock&#39;s multiple reached these levels, its forward P/E &#34;usually rebounded&#34; to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that&#39;s led to a median forward price-to-earnings multiple of 37, he noted.</p><p>See also: Alphabet and Nvidia alone make up a third of the S&amp;P 500&#39;s gains this year, in a sign of Big Tech&#39;s dominance</p><p>Additionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% discount.</p><p>On a conceptual basis, this reflects consensus estimates &#34;already implicitly&#34; shifting at least 10 points of AI market share toward Broadcom when looking at the second half of 2026 and the whole of 2027, Arya said.</p><p>Investors increasingly are debating the impact that application-specific integrated circuits designed by players like Broadcom will have on demand for graphics processing units from Nvidia and Advanced Micro Devices <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>.</p><p>Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> saw its shares rally last month after Google introduced Gemini 3, which it said outperformed top AI models from competitors such as OpenAI and Anthropic. The tech giant said it used its tensor processing units to train the AI model, leading to jitters in a market already anxious about whether Nvidia would be able to hold on to all its market share in a competitive industry. Google has worked on its TPUs with Broadcom for more than a decade.</p><p>However, Arya said tight chip supply and Nvidia&#39;s &#34;leading allocation&#34; from <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> Co. <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> (TW:2330), which also manufactures chips for Broadcom, will likely make it harder for customers to change over the next year. And Google&#39;s custom chips &#34;have been proven only in Google&#39;s data center,&#34; while Nvidia&#39;s chips have been more widely used.</p><p>Morgan Stanley analyst Joseph Moore said he expects Nvidia to keep &#34;dominant market share,&#34; as recent worries over the threat of ASICs &#34;are becoming overstated.&#34; However, Moore said in a Monday note that it&#39;s not clear what will be able to flip negative investor sentiment.</p><p>Moore&#39;s Morgan Stanley team is modeling for Broadcom and AMD to see revenue from AI chips grow &#34;slightly faster&#34; than Nvidia&#39;s in 2026, &#34;but that mostly just reflects supply-chain limitations of a $205 [billion] run-rate revenue stream,&#34; Moore said. Supply of key AI components is expected to be constrained through next year.</p><p>Over the next 12 months, Moore said &#34;customers&#39; biggest anxiety&#34; revolves around getting enough of Nvidia&#39;s products, especially with its upcoming Rubin AI platform.</p><p>&#34;Of course, everyone wants an alternative, and those alternatives will have good economics for some applications,&#34; Moore said. &#34;TPU is by all accounts a solid alternative, and one that has meaningfully contributed to several key models.&#34;</p><p>However, Nvidia&#39;s $51 billion in data-center revenue in the last quarter is about 14 times Google&#39;s TPU revenue, Moore noted, and the $10 billion that Nvidia just logged in sequential revenue growth is about three times that total TPU number.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","NVDA":"英伟达","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4567":"ESG概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588777762","content_text":"Concerns about Nvidia have dragged the stock's valuation near historically low levels - and that suggests big gains could be in store, according to a BofA analyst.Shares of the chip maker (NVDA) are currently trading at a forward price-to-earnings multiple of about 25. That's similar to previous recent \"troughs\" in October 2023 and July 2022, BofA's Vivek Arya said in a Monday note.The good news for Nvidia investors is that in the prior instances where the stock's multiple reached these levels, its forward P/E \"usually rebounded\" to a range between 30 and 40 in the following three to six months, Arya said. Over the past five years, that's led to a median forward price-to-earnings multiple of 37, he noted.See also: Alphabet and Nvidia alone make up a third of the S&P 500's gains this year, in a sign of Big Tech's dominanceAdditionally, Nvidia shares are trading at their widest-ever discount to shares of Broadcom $(AVGO)$ - about 40%, according to Arya, who pointed out that usually Nvidia shares trade at about a 10% discount.On a conceptual basis, this reflects consensus estimates \"already implicitly\" shifting at least 10 points of AI market share toward Broadcom when looking at the second half of 2026 and the whole of 2027, Arya said.Investors increasingly are debating the impact that application-specific integrated circuits designed by players like Broadcom will have on demand for graphics processing units from Nvidia and Advanced Micro Devices $(AMD)$.Alphabet $(GOOGL)$ $(GOOG)$ saw its shares rally last month after Google introduced Gemini 3, which it said outperformed top AI models from competitors such as OpenAI and Anthropic. The tech giant said it used its tensor processing units to train the AI model, leading to jitters in a market already anxious about whether Nvidia would be able to hold on to all its market share in a competitive industry. Google has worked on its TPUs with Broadcom for more than a decade.However, Arya said tight chip supply and Nvidia's \"leading allocation\" from Taiwan Semiconductor Manufacturing Co. $(TSM)$ (TW:2330), which also manufactures chips for Broadcom, will likely make it harder for customers to change over the next year. And Google's custom chips \"have been proven only in Google's data center,\" while Nvidia's chips have been more widely used.Morgan Stanley analyst Joseph Moore said he expects Nvidia to keep \"dominant market share,\" as recent worries over the threat of ASICs \"are becoming overstated.\" However, Moore said in a Monday note that it's not clear what will be able to flip negative investor sentiment.Moore's Morgan Stanley team is modeling for Broadcom and AMD to see revenue from AI chips grow \"slightly faster\" than Nvidia's in 2026, \"but that mostly just reflects supply-chain limitations of a $205 [billion] run-rate revenue stream,\" Moore said. Supply of key AI components is expected to be constrained through next year.Over the next 12 months, Moore said \"customers' biggest anxiety\" revolves around getting enough of Nvidia's products, especially with its upcoming Rubin AI platform.\"Of course, everyone wants an alternative, and those alternatives will have good economics for some applications,\" Moore said. \"TPU is by all accounts a solid alternative, and one that has meaningfully contributed to several key models.\"However, Nvidia's $51 billion in data-center revenue in the last quarter is about 14 times Google's TPU revenue, Moore noted, and the $10 billion that Nvidia just logged in sequential revenue growth is about three times that total TPU number.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508761485685216,"gmtCreate":1765240860577,"gmtModify":1765240864445,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Finally!","listText":"Finally!","text":"Finally!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508761485685216","repostId":"1199941095","repostType":2,"repost":{"id":"1199941095","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765235675,"share":"https://ttm.financial/m/news/1199941095?lang=en_US&edition=fundamental","pubTime":"2025-12-09 07:14","market":"us","language":"en","title":"Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1199941095","media":"Reuters","summary":"Nvidia shares rise 2% in after-hours trading after Trump's announcementConcerns over AI chips aiding China's militaryTrump says same approach will apply to AMD, IntelThe U.S. government will allow...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia shares rise 2% in after-hours trading after Trump&#39;s announcement</p></li><li><p>Concerns over AI chips aiding China&#39;s military</p></li><li><p>Trump says same approach will apply to AMD, Intel</p></li></ul><p>The U.S. government will allow  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  to export its H200 artificial intelligence chips to China, collecting a fee for each chip, U.S. President Donald Trump said on Monday.</p><p>Nvidia shares rose 2% in after-hours trading after Trump made the announcement on Truth Social, having closed 3.16% higher after Semafor first reported the possibility of approval.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/067b2d0cbe972a3f4022d5be77108f5b\" tg-width=\"542\" tg-height=\"267\"/></p><p>Trump said that he had informed President Xi Jinping of China, where Nvidia&#39;s chips are under government scrutiny, about the move and he &#34;responded positively,&#34; according to Trump&#39;s post.</p><p>Trump said the U.S. Commerce Department was finalizing details of the arrangement and the same approach would apply to other AI chip firms such as  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  and  <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>&#34;We will protect National Security, create American Jobs, and keep America’s lead in AI,&#34; Trump wrote on Truth Social. &#34;NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.&#34;</p><p>Allowing the shipments could signal a friendlier approach to China, after Trump and Xi brokered a truce in the two countries&#39; trade and tech war in Busan, South Korea in late October.</p><p>Administration officials consider the move a compromise between sending Nvidia&#39;s latest Blackwell chips to China, which Trump has declined to allow, and sending China no U.S. chips at all, which officials believe would bolster Huawei&#39;s efforts to sell AI chips in China, the person familiar with the matter said.</p><p>Nvidia and the U.S. Commerce Department did not immediately respond to requests for comment.</p><h2 id=\"id_3449967260\" style=\"text-align: start;\">FEARS OF CHIPS STRENGTHENING CHINA&#39;S MILITARY</h2><p>China hawks in Washington are concerned that selling more advanced AI chips to China could help Beijing supercharge its military, fears that had first prompted limits on such exports by the Biden administration.</p><p>The Trump administration had been considering greenlighting the sale, sources told Reuters last month.</p><p>Earlier media reports of H200 export approvals drew sharp criticism from Senator Elizabeth Warren, a Massachusetts Democrat who supported a bipartisan effort to reserve powerful U.S. AI chips for U.S. firms.</p><p>&#34;After his backroom meeting with Donald Trump and his company&#39;s donation to the Trump ballroom, (Nvidia) CEO Jensen Huang got his wish to sell the most powerful AI chip we’ve ever sold to China,&#34; Warren said in a statement. &#34;This risks turbocharging China’s bid for technological and military dominance and undermining U.S. economic and national security.&#34;</p><p>The H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor, the H100, allowing it to process data more quickly.</p><p>According to a report released on Sunday by the non-partisan think tank the Institute for Progress, the H200 would be almost six times as powerful as the H20, the most advanced AI semiconductor that can legally be exported to China, after the Trump administration reversed its short-lived ban on such sales this year.</p><p>Export of the chip would allow Chinese AI labs to build AI supercomputers that achieve performance similar to top U.S. AI supercomputers, albeit at higher costs, the report also said.</p><p>Faced with Beijing&#39;s muscular use of export controls on rare earth minerals, which are critical for producing a raft of tech goods, Trump this year threatened new restrictions on tech exports to China, but ultimately rolled them back in most cases.</p><h2 id=\"id_1991625545\" style=\"text-align: start;\">CHINA EYES POTENTIAL SECURITY RISKS</h2><p>China&#39;s cybersecurity regulator summoned Nvidia to a meeting to explain whether its H20 AI chip had any backdoor security risks, an allegation Nvidia has denied, Reuters reported in August.</p><p>Chris McGuire, an expert on technology and national security who served at the U.S. State Department until this summer, said Chinese firms would likely still buy H200s.</p><p>&#34;China would almost certainly accept it,&#34; said McGuire, now a fellow with the Council on Foreign Relations. &#34;It would be self-defeating not to, given the H200 is better than every chip the Chinese can make.&#34;</p><p>But Craig Singleton, a senior fellow at Washington think tank Foundation for Defense of Democracies, said it remained unclear how Beijing would react to U.S. export approvals.</p><p>&#34;Chinese firms want H200s, but the Chinese state is driven by paranoia and pride — paranoia about backdoors and dependence on U.S. chips, and pride in pushing domestic alternatives,&#34; Singleton said. &#34;Washington may approve the chips, but Beijing still has to let them in.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-09 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia shares rise 2% in after-hours trading after Trump&#39;s announcement</p></li><li><p>Concerns over AI chips aiding China&#39;s military</p></li><li><p>Trump says same approach will apply to AMD, Intel</p></li></ul><p>The U.S. government will allow  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  to export its H200 artificial intelligence chips to China, collecting a fee for each chip, U.S. President Donald Trump said on Monday.</p><p>Nvidia shares rose 2% in after-hours trading after Trump made the announcement on Truth Social, having closed 3.16% higher after Semafor first reported the possibility of approval.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/067b2d0cbe972a3f4022d5be77108f5b\" tg-width=\"542\" tg-height=\"267\"/></p><p>Trump said that he had informed President Xi Jinping of China, where Nvidia&#39;s chips are under government scrutiny, about the move and he &#34;responded positively,&#34; according to Trump&#39;s post.</p><p>Trump said the U.S. Commerce Department was finalizing details of the arrangement and the same approach would apply to other AI chip firms such as  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  and  <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>&#34;We will protect National Security, create American Jobs, and keep America’s lead in AI,&#34; Trump wrote on Truth Social. &#34;NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.&#34;</p><p>Allowing the shipments could signal a friendlier approach to China, after Trump and Xi brokered a truce in the two countries&#39; trade and tech war in Busan, South Korea in late October.</p><p>Administration officials consider the move a compromise between sending Nvidia&#39;s latest Blackwell chips to China, which Trump has declined to allow, and sending China no U.S. chips at all, which officials believe would bolster Huawei&#39;s efforts to sell AI chips in China, the person familiar with the matter said.</p><p>Nvidia and the U.S. Commerce Department did not immediately respond to requests for comment.</p><h2 id=\"id_3449967260\" style=\"text-align: start;\">FEARS OF CHIPS STRENGTHENING CHINA&#39;S MILITARY</h2><p>China hawks in Washington are concerned that selling more advanced AI chips to China could help Beijing supercharge its military, fears that had first prompted limits on such exports by the Biden administration.</p><p>The Trump administration had been considering greenlighting the sale, sources told Reuters last month.</p><p>Earlier media reports of H200 export approvals drew sharp criticism from Senator Elizabeth Warren, a Massachusetts Democrat who supported a bipartisan effort to reserve powerful U.S. AI chips for U.S. firms.</p><p>&#34;After his backroom meeting with Donald Trump and his company&#39;s donation to the Trump ballroom, (Nvidia) CEO Jensen Huang got his wish to sell the most powerful AI chip we’ve ever sold to China,&#34; Warren said in a statement. &#34;This risks turbocharging China’s bid for technological and military dominance and undermining U.S. economic and national security.&#34;</p><p>The H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor, the H100, allowing it to process data more quickly.</p><p>According to a report released on Sunday by the non-partisan think tank the Institute for Progress, the H200 would be almost six times as powerful as the H20, the most advanced AI semiconductor that can legally be exported to China, after the Trump administration reversed its short-lived ban on such sales this year.</p><p>Export of the chip would allow Chinese AI labs to build AI supercomputers that achieve performance similar to top U.S. AI supercomputers, albeit at higher costs, the report also said.</p><p>Faced with Beijing&#39;s muscular use of export controls on rare earth minerals, which are critical for producing a raft of tech goods, Trump this year threatened new restrictions on tech exports to China, but ultimately rolled them back in most cases.</p><h2 id=\"id_1991625545\" style=\"text-align: start;\">CHINA EYES POTENTIAL SECURITY RISKS</h2><p>China&#39;s cybersecurity regulator summoned Nvidia to a meeting to explain whether its H20 AI chip had any backdoor security risks, an allegation Nvidia has denied, Reuters reported in August.</p><p>Chris McGuire, an expert on technology and national security who served at the U.S. State Department until this summer, said Chinese firms would likely still buy H200s.</p><p>&#34;China would almost certainly accept it,&#34; said McGuire, now a fellow with the Council on Foreign Relations. &#34;It would be self-defeating not to, given the H200 is better than every chip the Chinese can make.&#34;</p><p>But Craig Singleton, a senior fellow at Washington think tank Foundation for Defense of Democracies, said it remained unclear how Beijing would react to U.S. export approvals.</p><p>&#34;Chinese firms want H200s, but the Chinese state is driven by paranoia and pride — paranoia about backdoors and dependence on U.S. chips, and pride in pushing domestic alternatives,&#34; Singleton said. &#34;Washington may approve the chips, but Beijing still has to let them in.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199941095","content_text":"Nvidia shares rise 2% in after-hours trading after Trump's announcementConcerns over AI chips aiding China's militaryTrump says same approach will apply to AMD, IntelThe U.S. government will allow  NVIDIA  to export its H200 artificial intelligence chips to China, collecting a fee for each chip, U.S. President Donald Trump said on Monday.Nvidia shares rose 2% in after-hours trading after Trump made the announcement on Truth Social, having closed 3.16% higher after Semafor first reported the possibility of approval.Trump said that he had informed President Xi Jinping of China, where Nvidia's chips are under government scrutiny, about the move and he \"responded positively,\" according to Trump's post.Trump said the U.S. Commerce Department was finalizing details of the arrangement and the same approach would apply to other AI chip firms such as  Advanced Micro Devices  and  Intel.\"We will protect National Security, create American Jobs, and keep America’s lead in AI,\" Trump wrote on Truth Social. \"NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal.\"Allowing the shipments could signal a friendlier approach to China, after Trump and Xi brokered a truce in the two countries' trade and tech war in Busan, South Korea in late October.Administration officials consider the move a compromise between sending Nvidia's latest Blackwell chips to China, which Trump has declined to allow, and sending China no U.S. chips at all, which officials believe would bolster Huawei's efforts to sell AI chips in China, the person familiar with the matter said.Nvidia and the U.S. Commerce Department did not immediately respond to requests for comment.FEARS OF CHIPS STRENGTHENING CHINA'S MILITARYChina hawks in Washington are concerned that selling more advanced AI chips to China could help Beijing supercharge its military, fears that had first prompted limits on such exports by the Biden administration.The Trump administration had been considering greenlighting the sale, sources told Reuters last month.Earlier media reports of H200 export approvals drew sharp criticism from Senator Elizabeth Warren, a Massachusetts Democrat who supported a bipartisan effort to reserve powerful U.S. AI chips for U.S. firms.\"After his backroom meeting with Donald Trump and his company's donation to the Trump ballroom, (Nvidia) CEO Jensen Huang got his wish to sell the most powerful AI chip we’ve ever sold to China,\" Warren said in a statement. \"This risks turbocharging China’s bid for technological and military dominance and undermining U.S. economic and national security.\"The H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor, the H100, allowing it to process data more quickly.According to a report released on Sunday by the non-partisan think tank the Institute for Progress, the H200 would be almost six times as powerful as the H20, the most advanced AI semiconductor that can legally be exported to China, after the Trump administration reversed its short-lived ban on such sales this year.Export of the chip would allow Chinese AI labs to build AI supercomputers that achieve performance similar to top U.S. AI supercomputers, albeit at higher costs, the report also said.Faced with Beijing's muscular use of export controls on rare earth minerals, which are critical for producing a raft of tech goods, Trump this year threatened new restrictions on tech exports to China, but ultimately rolled them back in most cases.CHINA EYES POTENTIAL SECURITY RISKSChina's cybersecurity regulator summoned Nvidia to a meeting to explain whether its H20 AI chip had any backdoor security risks, an allegation Nvidia has denied, Reuters reported in August.Chris McGuire, an expert on technology and national security who served at the U.S. State Department until this summer, said Chinese firms would likely still buy H200s.\"China would almost certainly accept it,\" said McGuire, now a fellow with the Council on Foreign Relations. \"It would be self-defeating not to, given the H200 is better than every chip the Chinese can make.\"But Craig Singleton, a senior fellow at Washington think tank Foundation for Defense of Democracies, said it remained unclear how Beijing would react to U.S. export approvals.\"Chinese firms want H200s, but the Chinese state is driven by paranoia and pride — paranoia about backdoors and dependence on U.S. chips, and pride in pushing domestic alternatives,\" Singleton said. \"Washington may approve the chips, but Beijing still has to let them in.\"","news_type":1,"symbols_score_info":{"NVDA":2,"AMD":2}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501998517646008,"gmtCreate":1763567857496,"gmtModify":1763570373510,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to shoot to the moon!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to shoot to the moon!","text":"$NVIDIA(NVDA)$ Time to shoot to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501998517646008","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}