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Resumption of Nvidia H20 chip sales is not good for China: Macquarie
Eugene Hsiao of Macquarie Capital says AI 'has always been a priority' in China, and current reforms are targeting misplaced investment. He also discusses the global AI landscape, including China's hardware and software capabilities and implications of the resumption of Nvidia H20 chip sales to China.
Security experts warn against selling Nvidia AI chips to China
Twenty national security experts and former government officials urge the Trump administration to reverse a decision to let Nvidia sell H20 AI chips in China.
Trump’s Flip-Flop on Nvidia Chips Is a Win for China
A reversal of export controls on H20 chips presents a national-security risk, Justin Sherman writes in a guest commentary.
20 national security experts urge Trump administration to restrict Nvidia H20 sales to China
The letter states that allowing sales of the H20 AI chip to China could hurt the U.S.'s AI "edge" and further chip bottlenecks in the U.S.
Nvidia scrambles back to TSMC as China H20 demand outstrips supply
The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese firms. Jefferies estimates Nvidia holds 600,
Nvidia Places 300,000 H20 Chip Orders Amid Renewed China Demand
Nvidia (NASDAQ: NVDA) has reportedly ordered 300,000 H20 AI chipsets from Taiwan Semiconductor Manufacturing Company (TSMC) following a surge in Chinese demand, according to multiple sources. This comes after the
Why Nvidia's AI chips dominate the globe - and why China will do anything to get them
President Donald Trump has granted permission for the world's leading artificial intelligence (AI) chipmaker, Nvidia, to sell its advanced technology in China, reversing a previous ban that sought to uphold U.
Macquarie forecasts 28% upside for this ASX All Ords stock
Let's see why the broker is feeling bullish about this name. The post Macquarie forecasts 28% upside for this ASX All Ords ...
Macquarie shareholders challenge executive pay as regulatory, earnings stress mount
Macquarie Group , employer of Australia's best-paid CEO, said on Thursday it will review its executive compensation following ...
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Macquarie raises more than $700m for debut infra secondaries fund
The Australia-headquartered asset manager raised $711 million for Macquarie Alliance Partners Infrastructure Fund, according ...
How much upside does Macquarie tip for James Hardie shares?
Macquarie has raised its recommendation on James Hardie shares to outperform, up from neutral. The broker has also raised its ...
Macquarie CEO’s unusual move to avert pay strike
The investment banking group was at serious risk of a first strike against its pay report. So CEO Shemara Wikramanayake hit ...
Macquarie Shareholders Spurn Executives’ Pay as Pressure Mounts
More than a quarter of Macquarie Group Ltd. shareholders rejected the bank’s executive remuneration plan at an annual meeting ...
Macquarie predicts 26% upside for this ASX utilities stock
Broker Macquarie has listed this ASX utilities stock as one to watch with plenty of upside. Here's what the broker had to say ...
Macquarie Group’s Profit Falls on Asset Management, Commodities
Macquarie Group didn’t quantify the decline in first-quarter net profit, and said that its CFO would step down at the end of ...
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Strong earthquake of magnitude 6.7 strikes Macquarie Island
A 6.7 magnitude earthquake hit Macquarie Island Region at a shallow depth of 10km, prompting aftershock concerns.
Port Macquarie paid parking looks like ‘inevitable’ outcome of survey, businessman Luke Hadfield warns
A prominent local businessman has warned paid parking in Port Macquarie appears “inevitable” but unless council manages it ...
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Macquarie High Income Fund Class A - Morningstar
WHIAX - Macquarie High Income Fund Class A - Review the WHIAX stock price, growth, performance, sustainability and more to help you make the best investments.
Macquarie Group CFO exits amid investor backlash over executives’ eye-watering pay
Macquarie Group’s long-serving chief financial officer will leave the company, as the investment bank faces a shareholder ...