Google, NVIDIA and AI
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In a memo to a Wall Street analyst, Nvidia directly responded to a recent X post from Michael Burry that was critical of the company.
Chinese regulators have reportedly banned TikTok-owner ByteDance from using Nvidia chips in new data centers, a move aimed at reducing reliance on US
Nvidia has dominated the artificial intelligence (AI) hardware market, but there are new competitors on the horizon.
Even if Nvidia loses half of its share in the AI chip market, its annual data center revenue could hit a whopping $1 trillion. That would be a big jump over Nvidia's trailing-12-month revenue of $165 billion. So Nvidia is likely to remain a top AI stock in the long run, considering its massive end-market opportunity.
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China blocks Bytedance from Nvidia chip use: Report
ByteDance had bought more Nvidia chips than any other Chinese firm in 2025 as it raced to secure computing power.
Trump is weighing whether to allow Nvidia’s advanced H200 AI chips to be sold to China, a decision that pits economic opportunity against national-security concerns as Washington debates loosening its
Zhonghao Xinying was founded in 2018 by Yanggong Yifan, a Stanford and University of Michigan-trained electrical engineer.
This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.