The chip designer halts production of the H20 AI chip that it developed for China, after Beijing told companies there not to buy it.

Nvidia CEO Jensen Huang says the company is discussing a potential new computer chip designed for China with the Trump administration.

A wobble in U.S. technology shares has raised the stakes for Nvidia Corp's quarterly results on Wednesday, with earnings from the semiconductor giant posing a crucial test for the scorching AI trade.

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The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our columnist says.

Just because it's already the biggest company in the world by market cap doesn't mean the GPU leader doesn't have a lot of room to grow.

Nvidia Corp. ordenó a sus proveedores de componentes, entre los que se incluyen Samsung Electronics Co. y Amkor Technology Inc., que detengan la producción relacionada con el chip H20 AI, según informó The Information citando fuentes no identificadas.

The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.