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Agreed - officially it's zero, but it's clearly not zero based on the black market video by Gamers Nexus. Universities and consumers...
Oct 19, 2025
I wonder what the real story is. Did Nvidia's marketshare in China really drop to zero, or are Chinese buyers still using Nvidia...
Oct 19, 2025
When you use Google search it gives you an AI overview. I wonder if that is included in the Gemini numbers?
Oct 19, 2025
L
NXT1980 is not the top model, so the profit margin is much less
Oct 19, 2025
S
Anyone who saw the movie "Lord of War" with Nicolas Cage as a weapon dealer, might recall that Simeon Weisz, his rival, told him he...
Oct 19, 2025
K
Intel is the reason ARM revolution happened they could have had x86 on mobile devices as 2nd competitor and Android supports x86_64 btw...
Oct 19, 2025
K
I think we all knew Microsoft would be a likely Intel Foundry customer. The question is: Is the delay due to 18A or Microsoft? Reports...
Oct 19, 2025
NVIDIA’s once-dominant position in China’s AI GPU market has effectively collapsed after new U.S. export restrictions rendered its...
Oct 19, 2025
When you use Google search it gives you an AI overview. I wonder if that is included in the Gemini numbers?
Oct 19, 2025
T
Warren Buffet is not sitting on $350B in cash because he thinks things are going well.
Oct 19, 2025
Some context - the whole AI pie is growing, but OpenAI is finally feeling some challenge in market share, per a recent post on X...
Oct 19, 2025
C
NXT1980 is still allowed to sell to China and that's why China biz contribute 50% to ASML in 2024 and Q32025. Let's wait for Jan 2026...
Oct 19, 2025
L
But not for the DUV machines that China is allowed to buy. They are not allowed the top end models
Oct 19, 2025
I wonder what "faster to N-2" means. I believe the original schedule was N-3 in 2028 and N-2 in 2030.
I know they said their...
Oct 19, 2025
Xebec replied to the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0%.Agreed - officially it's zero, but it's clearly not zero based on the black market video by Gamers Nexus. Universities and consumers...
Like.
I wonder what the real story is. Did Nvidia's marketshare in China really drop to zero, or are Chinese buyers still using Nvidia...
Daniel Nenni posted the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% in SemiWiki Main Forum ( Ask the Experts! ).NVIDIA’s once-dominant position in China’s AI GPU market has effectively collapsed after new U.S. export restrictions rendered its...
