The Business Times

Nvidia

Telcos, Media & Tech

Chinese regulators block ByteDance from using Nvidia chips, The Information reports

Jensen Huang, Nvidia’s boss, does not seem especially worried about Google's TPUs. He is betting on flexibility – and while Nvidia no longer looks as invulnerable as it once did, its strength should not be underestimated.
Opinion & Features
THE BOTTOM LINE

Google has pierced Nvidia’s aura of invulnerability

Visitors walk past the logo of NVIDIA during the Korea Electronics Show 2025 at the COEX convention and exhibition centre in Seoul on October 22, 2025. (Photo by Jung Yeon-je / AFP)
Global Enterprise

Nvidia-Google AI chip rivalry escalates on report of Meta talks; Nvidia shares down 2.6%

Nvidia chief executive officer Jensen Huang, who has forged a close relationship with Trump and calls him often, is eager to sell his products to China.
Telcos, Media & Tech

Trump weighing advanced Nvidia chip sales to China, Lutnick says

Beyond Nvidia, other semiconductor companies are struggling all of a sudden as Wall Street questions the durability of AI spending.
Global Enterprise

Nvidia didn’t save the market. What’s next for the AI trade?

SANTA CLARA, CALIFORNIA - AUGUST 27: A sign is posted in front of Nvidia headquarters on August 27, 2025 in Santa Clara, California. Chip maker Nvidia will report second-quarter earnings today after the closing bell. Justin Sullivan/Getty Images/AFP (Photo by JUSTIN SULLIVAN / GETTY IMAGES NORTH AMERICA / Getty Images via AFP)
Companies & Markets

Trump team internally floats idea of selling Nvidia H200 chips to China

Foxconn chairman Young Liu says the company will invest US$2 billion to US$3 billion a year in AI.
Telcos, Media & Tech

Foxconn-Nvidia US$1.4 billion Taiwan supercomputing cluster to be ready by H1 2026, Foxconn says

The Kospi's decline follows a sell-off in tech sector leaders including Samsung Electronics.
Companies & Markets

Asia tech rout resumes as stocks slide on AI valuation fears

Nvidia’s third quarter revenue jumped 62 per cent to $57 billion, thanks to strong demand for AI chips used in data centres.
Podcasts

Why markets reversed overnight and what investors should watch next

The Nvidia chips said to be illegally exported are A100s, data centre chips that are behind the latest generations but can still train and run AI models.
Global Enterprise

US accuses four of smuggling advanced Nvidia chips to China

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