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Nvidia’s business in China will be the focus of investors when the AI chipmaker reports earnings on Wednesday, following an unusual deal with the Trump administration and Beijing’s subsequent efforts to stall imports.
Recent Stories
Jan 18, 2026
Ed Zitron on big tech, backlash, boom and bust: ‘AI has taught us that people are excited to replace human beings’
His blunt, brash scepticism has made the podcaster and writer something of a cult figure. But as concern over large language models builds, he’s no longer the outsider he once was
Jan 18, 2026DigitalOcean And AMD Deliver Doubled Inference Performance For Character.ai
As enterprises seek alternatives to concentrated GPU markets, demonstrations of production-grade performance with diverse hardware reduce procurement risk.
Jan 18, 2026Why CPUs are the new GPUs: T. Rowe Price on positioning for the next phase of the AI trade
Rahul Ghosh of T. Rowe Price also weighs in on this year’s energy trade, calling it a “wildcard” with countervailing forces clouding the outlook.