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NVIDIA

Iran war chipping away at world’s chips

With Qatar's helium plant offline and Taiwan sitting on just eleven days of gas reserves, analysts warn the Persian Gulf conflict has exposed the world's most critical semiconductor supply chain to simultaneous energy and geopolitical risk

Trump clears conditional NVIDIA H200 sales to China; Warren warns risk

US President Donald Trump announced that the United States will permit NVIDIA to ship its advanced H200 artificial intelligence chips to approved customers in China under what he described as strict national security conditions, drawing an immediate and sharp warning from Senator Elizabeth Warren, who said the move could “risk turbocharging China’s bid for technological and military dominance.”

Will China’s AI challenge impact US dominance?

The global artificial intelligence (AI) landscape has witnessed a new shift with the emergence of China’s DeepSeek, a powerful AI model developed to counterbalance American AI giants like OpenAI, Google, and Meta. The release of DeepSeek sent shockwaves through the stock market, causing NVIDIA, one of the biggest players in AI hardware, to lose nearly $500 billion in market capitalization overnight