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The tariffs themselves may not affect Nvidia much. In mid-March, Nvidia CEO Jensen Huang downplayed the short-term impact tariffs would have on the company. Nvidia recently announced it began ...
While semiconductors are exempt from tariffs, most will face indirect demand pressure, Bloomberg Intelligence analysis shows.
The move to onshore chip manufacturing started long before the latest round of tariffs, but uncertainty around trade makes it ...
It’s been a difficult 2025 for Nvidia so far. The company, which had a blockbuster 2024, is beset by challenges that have ...
Nvidia said it is planning to build AI servers worth as much as $500 billion in the U.S. over the next four years with help ...
Nvidia Corp. faces challenges, with new U.S. licensing rules cutting $5.5B from quarterly sales and China's demand declining.
Nvidia announced plans today to manufacture AI chips and build complete supercomputers on US soil for the first time, ...
The broader semiconductor sector was in focus on Tuesday as KeyBanc Capital Markets discussed several themes relevant to the space, including artificial intelligence, tariffs and China after a recent ...
Explore how Trump's trade policies and Nvidia's $500B AI investment are reshaping manufacturing while TSMC navigates risks.
The engines of the world’s AI infrastructure are being built in the United States for the first time,” company founder and ...
As AI adoption deepens and demand for Nvidia’s chips remains high ... disruptive technologies and increased competition could impact this rosy outlook. Still, with the right execution, Nvidia ...
“Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.” NVIDIA plans to ...
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