Core Insights - Nvidia's CEO Jensen Huang acknowledges a significant setback in accessing the Chinese market for high-end AI chips, stating there are currently "no active discussions" with Chinese firms [2][6][7] - The ongoing U.S.-China trade war has severely impacted Nvidia's ability to sell its advanced Blackwell chips in China, which were expected to generate substantial revenue [4][5][8] - Despite the challenges in China, Nvidia's demand for chips remains high in other markets, particularly due to the rapid construction of AI data centers by major tech companies like Microsoft and OpenAI [7][8] Company Overview - Nvidia was anticipated to achieve billions in sales from the Chinese market, but current sales of less powerful chips are insufficient to meet these expectations [5] - The company has effectively "zeroed out" its revenue forecast for China, indicating a complete withdrawal from that market for the foreseeable future [11] - Huang expresses hope for a change in Chinese policy that would allow Nvidia to re-enter the market, but acknowledges that this may take a long time [7][8] Industry Context - The competition in AI chip technology is intensifying, with China striving to develop its own capabilities and reduce reliance on U.S. technology [2][8] - Nvidia's situation reflects broader geopolitical tensions that are reshaping the landscape for technology companies operating in global markets [4][6]

Dow Jones futures fell modestly early Friday, along with S&P 500 futures and Nasdaq futures. Tesla (TSLA) shareholders approved Elon Musk's huge pay deal. Iren (IREN), Soundhound AI (SOUN), StoneCo (STNE), Take-Two Interactive (TTWO), Sandisk (SNDK), Applied Optoelectronics (AAOI) and Expedia (EXPE) reported earnings late. The stock market rally suffered sharp losses Thursday, with the major indexes testing key levels.… Related news AI Kingpin Palantir Leads 16 Additions To Best Stock Lists, Including 4 Hot ...

Skip to content S&P 500 6,706.80 -0.60% Dow Jones 46,824.70 -0.43% Nasdaq 100 25,038.00 -0.75% Russell 2000 2,407.65 -0.81% FTSE 100 9,667.80 -0.54% Nikkei 225 50,150.70 -0.42% Forecasts Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Nov 7) ByJoel South Nov 7, 2025 8:10 am This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. How to Add Us to Google News Sending You to Google News in 3 The trade ...

宇树科技创始人王兴兴说，他现在能构想到明后年具身智能可以带给大家的惊喜，比今年更多。 2025年世界互联网大会乌镇峰会在一片朦胧的烟雨中开幕，人们试图从大会的议题设置和从业者分享中获得启发、拨开迷雾。 大会首日最受关注的环节包括"六小龙乌镇对话"。深度求索、宇树科技、强脑科技、群核科技、云深处科技、游戏科学这六家年初被评选出来的前沿科技公 司，所在领域横跨具身智能、脑机接口、空间智能、大模型和游戏，它们的共同点在于，都受益于互联网过去10年的技术和数据积累，站在了互联网的肩膀 上探索前沿方向。 科技行业的巨大变化让一些企业掌舵者感受颇深。回忆10年前，群核科技联合创始人黄晓煌说，当时他在英伟达，做一份"不受待见"的工作，他发誓一定要 跳槽到互联网公司或创立一家互联网公司。而10年前在硅谷受到鄙视的英伟达等硬件公司，10年后突然万众瞩目，成为AI时代的主流。 谈到AI将给人类社会带来的改变，深度求索资深研究员陈德里说，AI今天带来的可能机遇更多，长期看风险可能更大。3~5年，AI没办法单独完成工作； 5~10年，AI将开始取代部分人的工作，科技公司应扮演吹哨人的角色；10~20年，AI将取代市场上绝大多数工作， ...

Core Insights - Nvidia stock has faced pressure this week due to concerns regarding the artificial intelligence trade and the company's future prospects in China [1] Group 1 - Nvidia's stock performance is being negatively impacted by market apprehensions related to the artificial intelligence sector [1] - The company's potential growth in the Chinese market is under scrutiny, contributing to investor concerns [1]

Foxconn Technology Group, owned by Hon Hai Precision Industry (OTC:HNHPF) is reportedly set to deploy humanoid robots for the production of AI servers in Texas amid its aggressive expansion push in the U.S.North America To Be The Main BaseFoxconn will introduce the humanoid robots within a few months, the company’s Chairman and CEO, Young Liu, told Nikkei Asia on the sidelines of the Global Management Dialogue, a forum organized by Nikkei and Swiss business school IMD, in Tokyo. This marks the first instanc ...

【导读】OmniVinci是英伟达推出的全模态大模型，能精准解析视频和音频，尤其擅长视觉和听觉信号的时序对齐。它以90亿参数规模，性能超越同级别 甚至更高级别模型，训练数据效率是对手的6倍，大幅降低成本。在视频内容理解、语音转录、机器人导航等场景中，OmniVinci能提供高效支持，展现 出卓越的多模态应用能力。 今年以来，开源大模型战场硝烟弥漫。 各路人马在此全力投入，试图在AI的下一个时代抢占生态位。而一个无法被忽略的趋势是：中国大模型，正在强势统治开源基础模型的「名人堂」。 从DeepSeek在代码与数学推理上的惊人表现，到Qwen（通义千问）家族在多模态和通用能力上的全面开花，它们凭借卓越的性能和快速的迭代，早已成 为全球AI从业者无法绕过的参照物。 就在所有人都以为，这场基础模型开源浪潮将主要由顶尖的互联网巨头和明星创业公司推动时，一个「本该」在旁边「卖水」的巨头，也亲自下场「添 柴」了。 是的，作为AI浪潮最大的受益者——英伟达（NVIDIA）——并没有懈怠自研大模型。 无需更多铺垫，老黄的最新王牌正式登场：最强9B视频音频全模态大模型 OmniVinci，强势开源！ 论文链接：https://a ...

Market Analysis by covering: Gold Spot US Dollar, S&P 500, Dow Jones Industrial Average, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

每日晨报│2025 年 11 月 7 日 主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 26,485 | +2.12% | +32.03% | | 恒生科技指数 | 5,944 | +2.74% | +33.04% | | 国企指数 | 9,355 | +2.10% | +28.34% | | 沪深 300 | 4,693 | +1.43% | +19.28% | | 上证综合指数 | 4,007 | +0.97% | +19.57% | | 深证成份指数 | 13,452 | +1.73% | +29.17% | | 中小板指 | 8,213 | +1.84% | +28.69% | | 道琼斯指数 | 46,912 | -0.84% | +10.27% | | 标普 500 指数 | 6,720 | -1.12% | +14.26% | | 纳斯达克指数 | 23,053 | -1.90% | +19.38% | | 伦敦富时指数 | 9,735 | -0.42% | +19.12% | | CAC40 指数 ...

Core Viewpoint - Nvidia Corp. is not currently engaged in discussions to sell its advanced Blackwell AI chips to Chinese companies, countering speculation in the market [1] Group 1 - CEO Jensen Huang emphasized that there are no active negotiations regarding the sale of Blackwell AI chips to firms in China [1]