Also in today’s newsletter: investors fret over Japan’s spending plans and Meta plans to slash spending on metaverse

Nvidia shares are trading higher Thursday afternoon as investors weighed fresh Washington scrutiny of the chipmaker's China business.

Trump’s potential move to approve Nvidia’s H200 chip exports to China could ignite a major turnaround for the semiconductor giant.

Cambricon Technologies Corp. plans to more than triple its production of AI chips in 2026, aiming to wrest market share from Huawei Technologies Co. in China and fill a void left by Nvidia Corp.’s forced exit.

Nvidia stock jumps 2% as policy signals ease export fears after Huang’s Trump meeting and dropped chip restrictions lift sentiment.

Nvidia CEO Jensen Huang said he met with President Trump on Wednesday and discussed export controls amid a faltering push in Congress to place new restrictions on advanced chip sales to China. “We talked in general about export controls,

The Trump administration is weighing whether to let Nvidia sell H200 AI chips to China, pitting national security worries against a massive chip market.

By Stephen Nellis SAN FRANCISCO, Dec 3 (Reuters) - Nvidia on Wednesday published new data showing that its latest artificial intelligence server can improve the performance of new models - including two popular ones from China - by 10 times.