Nvidia and China Market - Nvidia's H20 chip sales to China are limited due to restricted stock, despite AI chip demand [1] - Nvidia isn't currently planning to restart H20 production after the US ban in April, leading to order cancellations and production line alterations by Taiwan Semiconductor [2] - Nvidia could miss out on fully returning to the Chinese market in the near term [3] Cybersecurity - Microsoft issued an alert about active attacks on document sharing software used by business and government agencies, recommending security updates for non-cloud-based SharePoint software [3][4] - A zero-day hack breached US federal and state agencies, universities, and energy companies [4] Federal Reserve - Officials from the Trump administration are considering visiting the Fed renovation project site, as President Trump considers pushing out Fed Chair J Pal [5] - Alan Greenspan mentioned using a "briefcase indicator" to signal the Fed's intentions regarding interest rate adjustments before guidance was provided [6][7]
Nvidia could face challenges in returning to Chinese market in the near-term: Report