Nvidia (NVDA) Will Ship To Contracts In China

Nvidia (NVDA) plans to start shipping small volumes of an AI chip designed for Chinese customers by the end of the year. The Information reported on Thursday, is cited by two employees.

The chip giant did not immediately respond to a Reuters request for comment. Reuters could not independently verify the report.

Modified in.08-22 18:02

Nvidia Moves Optics Into the Package — Marvell +5.5%, Who Gets Left Behind?

Optics was Monday's theme: AXT +17.55%, Marvell +5.54%, Applied Optoelectronics +3.07%, HTGD +1.75%. Nvidia said its CPO-based Spectrum-X Photonics switch is in mass production, claiming 5x network power efficiency and 10x mean time between failures versus pluggable optics — CPO moving from validation to deployment, repricing everything from lasers to switch chips. The catch: CPO at scale takes share from pluggable modules, so the chain splits. Coherent beat and raised, then fell 7.99% the next day. HTGD reports interim results Friday. AXT, Marvell, AAOI, or HTGD?

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