Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom

Staff reporter, Commentary; Levi Li, DIGITIMES Asia Friday 29 August 2025 0

Credit: Cambricon Technologies

Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook excludes sales of its H20 chips to China, underscoring how US export...

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