
"But NVIDIA is still on the green on the back of this Bloomberg scoop that Huawei is planning to double its output of chips. Even NVIDIA's chip that was designed for the China export market isn't necessarily their top chip. And there is still discussions that NVIDIA is preparing a better chip to eventually be exported into the Chinese market."
Despite competitive pressures from Huawei increasing its AI chip output, Nvidia continues to post modest gains and is exploring improved chip designs for the Chinese export market. The commentary reflects a cautious outlook balancing headwinds with steady, if modest, performance.
Alibaba Climbs; Nvidia Edges Higher; Occidental Deal
September 29, 2025
Company Opinion