China’s antitrust investigation is a major change in how Beijing retaliates against U.S. tech policies, Reva Goujon writes in a guest commentary.

Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects. Read why NVDA stock is a Buy.

The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the past year, The Information reported on Thursday, citing a person close to the department.

Doug Lefever, who leads Nvidia supplier Advantest, said he was watching for any sign of slower spending on AI by big US tech groups. Meta, Google and Microsoft have been heavy investors in data centres that can deliver massive amounts of computing power.

US government asks NVIDIA to investigate how its best AI chips have ended up in China over the last year, forcing the company to ask Dell, Supermicro.

Moore expects Nvidia (NASDAQ:NVDA) to continue gaining share with its Blackwell chip in 2025 owing to its strong product cycle. The analyst expects the stock to trade upwards of $150. The race to $150 a share is more than assured as the chip giant remains a key supplier of graphic processing units and artificial intelligence technologies.

China is cracking down on Nvidia and Mellanox, claiming the chipmaker is not treating Chinese companies fairly, which is what was agreed when China gave the nod for the Mellanox acquisition in 2020.

Nvidia denies rumors of cutting supplies to China, reaffirming commitment to providing high-quality products and services to Chinese customers.

As its growth in the region continues, Nvidia hires 200 more staff in China and denies rumors it's cutting off supplies to the country.

Nvidia is set to open an office in China and expand a team of researchers in Beijing by about 200 individuals who specialize in self-driving technology.

Nvidia has dominated the 2024 stock market, driven by its AI chips leadership, with investors eyeing the elusive $150 mark.

Dow Jones futures were little changed Wednesday night, along with S&P 500 futures and Nasdaq futures, after markets were closed for the Christmas holiday.The stock market rally had a solid advance in the half-day Christmas Eve session.