Nvidia heads into August 26 earnings with $91 billion revenue guidance and Jensen Huang's $1 trillion Blackwell-Rubin forecast on the line. Strong hyperscaler backlogs and Vera Rubin progress support optimism, yet China restrictions and past post-earnings drops add tension. One report could reset the AI spending narrative.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | Nvidia's China-bound H20 AI chips face Beijing scrutiny over ‘tracking' and security concerns | 0 | 7 | 31-07-2025 |
| 2 | Nvidia's China-bound H20 AI chips face Beijing scrutiny over ‘tracking' and security concerns | 0 | 5 | 31-07-2025 |
| 3 | NVIDIA: СПРОС НА ИИ РАСТЁТ, ДОРОЖНАЯ КАРТА НЕ МЕНЯЕТСЯ Investing.com ... | 5 | 7 | 12-07-2026 |
| 4 | Nvidia’s AI chip sales are stalling in China. Here’s who’s gaining market share | 0 | 7 | 29-06-2026 |
| 5 | Anthropic Races Toward Record IPO as AI Valuations Hit Uncharted Territory | 0 | 13.66 | 22-08-2026 |
| 6 | Nvidia partners with Wall Street giants to raise $500 billion for AI buildout | 0 | 10.76 | 12-08-2026 |
| 7 | NVIDIA готовит Nemotron 4, чтобы догнать китайские открытые модели и продать ещё больше чипов | 0 | 12.31 | 01-01-1970 |
| 8 | Nvidia Relinquishes Largest U.S. Company Title to Apple as AI Chip Stocks Slide | 0 | 25.46 | 28-07-2026 |
| 9 | 🧩 **ПАЗЛ Pravritti** | Недельная разведка 7 событий. Кажется, не ... | 0 | 7 | 05-07-2026 |