NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion
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21. Juli 2026, 23:00 Uhr,
Lang & Schwarz
Kommentare 302.087
Graduate,
14.05.2025 23:36 Uhr
0
https://www.reuters.com/business/finance/us-close-letting-uae-import-millions-nvidias-ai-chips-sources-say-2025-05-14/
Graduate,
14.05.2025 23:36 Uhr
0
Deal faces opposition from some in U.S. government - source
Agreement would allow UAE's G42 AI firm many more chips
Gulf region could become third AI power center globally
Graduate,
14.05.2025 23:43 Uhr
0
Goldman Sachs Warns of 20% Market Sell-Off: Are They Right? https://m.investing.com/analysis/goldman-sachs-warns-of-20-market-selloff-are-they-right-200660738?ampMode=1
Tudi,
14.05.2025 22:55 Uhr
0
Mal sehen was Huawei in Zukunft so liefert. Bekommen die das gebacken, dann wird einiges der us Regierung für Nvidia zum Bumerang. Mal sehen welchen Lauf die Geschichte so nimmt. Oder welchen Plot Twist es so gibt 😁
Phippu,
14.05.2025 22:51 Uhr
0
Viel wichtiger: Mit dem nachbörslichen Anstieg haben wir soeben den nächsten Wiederstand um 3 cent überschritten. Wird allenfalls noch 2-3x abprallen, aber bei diesen News und Vorgaben sehr schnell überschreiten. Next Target, 149$
Tudi,
14.05.2025 22:49 Uhr
1
This shift could introduce even greater uncertainty for Nvidia, Bernstein analyst Stacy Rasgon warned. “Signing multiple bilateral agreements would likely take enormous amounts of time,” Rasgon noted, adding that the new approach could be “potentially worse than the current diffusion framework.” Nvidia CEO Jensen Huang estimates China to be a $50 billion AI chip market, and while the company still finds ways to sell legally compliant chips to the country, the U.S. is simultaneously tightening restrictions on countries that might re-export advanced tech to Beijing. Citi analysts cautioned against assuming similar deals elsewhere, noting, “We remain prudent on the duplication of such success with other countries, thus the risk of tighter access to US AI chips for other key countries remains.”
Ja das wird noch Recht interessant in Zukunft. Da kommt mittlerweile eine ganz andere Dynamik rein in die Geschichte. An so ein 💩 hat vor 3 Jahren noch keiner gedacht.
Graduate,
14.05.2025 22:49 Uhr
0
Trump administration’s next wave of China AI chip export rules are yet another obstacle for Nvidia. As Nvidia CEO Jensen Huang was in Saudi Arabia announcing the Blackwell deal, the Trump administration released a new round of AI chip restrictions targeting China.
The Commerce Department issued a warning against the use of U.S. AI chips for Chinese models and singled out “diversion tactics” in supply chains.
The new export restrictions came days after the U.S. and China agreed to pause most tariffs on each other
benstreetbob,
14.05.2025 22:44 Uhr
1
Tageshoch 122€ man ich mag das ja selber nicht wenn's ständig gepostet wird.😂
Graduate,
14.05.2025 22:43 Uhr
0
This shift could introduce even greater uncertainty for Nvidia, Bernstein analyst Stacy Rasgon warned.
“Signing multiple bilateral agreements would likely take enormous amounts of time,” Rasgon noted, adding that the new approach could be “potentially worse than the current diffusion framework.”
Nvidia CEO Jensen Huang estimates China to be a $50 billion AI chip market, and while the company still finds ways to sell legally compliant chips to the country, the U.S. is simultaneously tightening restrictions on countries that might re-export advanced tech to Beijing.
Citi analysts cautioned against assuming similar deals elsewhere, noting, “We remain prudent on the duplication of such success with other countries, thus the risk of tighter access to US AI chips for other key countries remains.”
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