NVIDIA GTC 2025: Blackwell Ultra Chip and Rubin AI Superchip Platform on the HorizonOn March 19th, at GTC 2025, NVIDIA CEO Jensen Huang unveiled the company's future roadmap, highlighting the upcoming release of its next-generation AI chips, generating significant industry buzz. The most noteworthy announcements were the impending release of the Blackwell Ultra chip and the Rubin AI superchip platform...

NVIDIA GTC 2025: Jensen Huang Predicts the End of Generative AI, with Agentic and Physical AI Taking the HelmAt the recent NVIDIA GTC 2025 conference, NVIDIA CEO Jensen Huang offered a compelling prediction about the future of artificial intelligence, boldly proclaiming the era of generative AI as over, with agentic AI and physical AI poised to dominate. This prediction has garnered significant industry attention, charting a new course for the future of AI...

SK Hynix's HBM4 Achieves Over 70% Yield Rate, Mass Production Imminent, Poised for Nvidia's Next-Gen AI AcceleratorsSK Hynix has announced a significant breakthrough, achieving a test yield rate exceeding 70% for its sixth-generation 12-layer stacked High Bandwidth Memory (HBM4). This milestone signifies a robust foundation for mass production and positions SK Hynix favorably in the competitive memory market...

NVIDIA's Troubles in China: Antitrust Investigation and Supply Cut Rumors Shake the MarketAccording to a report in the Southern Metropolis Daily on December 13, 2024, the root of the current turmoil can be traced back to 2019. That year, NVIDIA spent nearly $7 billion to acquire all equity in Israeli chipmaker Mellanox...

China's Antitrust Probe of Nvidia: A $5 Billion Fine and a Global Chip WarChina's antitrust investigation into American chip giant Nvidia, with a potential fine of up to $5 billion, has drawn global attention. The move immediately wiped 640 billion RMB off Nvidia's market capitalization, causing it to be overtaken by Apple and losing its position as the world's most valuable company...

Nvidia's Market Cap Evaporates $620 Billion Amidst Intensifying US-China Tech RivalryNvidia's rapid decline raises several questions. The company has achieved a dominant global market position in recent years due to its cutting-edge technology in artificial intelligence, deep learning, and high-performance computing...

Nvidia's $9 Billion Market Cap Wipeout in China: Unpacking the Truth and Future TrajectoryGlobal graphics processing unit (GPU) giant Nvidia recently suffered a significant blow, with its stock price plummeting 3% overnight, resulting in a RMB 640 billion (approximately USD 9 billion) evaporation of its market capitalization. The catalyst for this dramatic fall was an investigation launched by the Chinese government, sparking widespread concern within the global tech community and sending ripples through the semiconductor industry...

Nvidia's "Sudden Change of Fortune": A Global Shockwave Triggered by an Antitrust Investigation in ChinaOn December 9th, a bombshell announcement rocked the global tech world: Nvidia, the American chip giant, is under investigation in China for alleged violations of anti-monopoly laws. This investigation not only sent shockwaves through Nvidia but also profoundly impacted the global chip industry landscape, becoming a landmark event in China's push for domestic substitution and the maintenance of fair market competition...

Nvidia, DJI, and the US-China Tech Showdown: Global Supply Chain Impacts of Monopoly Investigations and SanctionsGlobal chip giant Nvidia recently faced an antitrust investigation by China's State Administration for Market Regulation (SAMR), while the US House of Representatives plans sanctions against Chinese drone manufacturers DJI and Autel, sparking global concern. This not only involves Nvidia's near-monopoly in the AI chip market but also highlights the intense technological competition between the US and China, and its profound impact on global supply chains...

Nvidia's $640 Billion Market Cap Evaporation: China's Market Is No Longer a "Cash Cow"Nvidia's seemingly nonchalant response "We are happy to answer any questions from the regulators" failed to anticipate the ensuing storm. A single investigation announcement wiped $640 billion off the global chip giant's market capitalization, which exceeded a trillion dollars, and exposed it to a potential $5 billion fine...

Nvidia: Power and Strategy Behind the Global CrackdownOn December 9, 2023, the State Administration for Market Regulation (SAMR) in China launched an antitrust investigation into Nvidia, the AI chip giant, sparking global attention. This is not an isolated incident; it follows similar investigations by the UK, France, the US, and the EU, making it yet another major economy to scrutinize Nvidia's practices...

NVIDIA's Alleged Monopoly Practices Under Investigation in China: Profound Implications and Future Outlook for China's AI IndustryOn December 9, 2024, the State Administration for Market Regulation (SAMR) of China announced an investigation into global GPU giant NVIDIA Corporation for suspected violations of the Anti-Monopoly Law of the People's Republic of China and the Announcement on the Review of Anti-Monopoly Decisions (SAMR Announcement [2020] No. 16)...