July 16, 2025 01:27 AM GMT Semiconductors | North America H20, mi308 are back; FAQs US AI stocks NVDA, AMD, AVGO are likely to receive licenses to ship to China at levels consistent with the prior threshold. We would keep near term expectations in check as outlined below, but it's a significant positive for 2026 for all AI stocks, including our Top Pick NVDA. What happened? Monday night, NVIDIA announced in a blog post (here) that they are expecting to secure US govt licenses to resume shipments of H20 prod ...

Group 1 - The core point of the article is that Nvidia's CEO Jensen Huang announced the new RTX Pro chip, which is designed for a new application called Nvidia Omniverse, aimed at digital twins and smart factories [1] Group 2 - The RTX Pro chip is specifically tailored for enhancing capabilities in digital twin technology, which allows for the creation of virtual replicas of physical systems [1] - Nvidia Omniverse is positioned as a platform that integrates various tools and technologies to facilitate collaboration in 3D design and simulation [1] - The focus on smart factories indicates a strategic move by Nvidia to tap into the growing demand for automation and digital transformation in manufacturing [1]