Dossier
AI market
Coverage of AI market in the Nexus archive.
- This energy company sidestepped Iran war challenges by pushing into data centers
SLB, an energy company, avoided challenges from the Iran war by expanding into data centers. The company is capitalizing on revenue opportunities in other regions and the AI market.
- Nvidia’s H200 sales prospects in China remain uncertain despite Huang visit
Nvidia has not generated any revenue from H200 chip sales to China and remains uncertain whether the product will be allowed into the country, despite having US government licenses. Geopolitical tensions continue to restrict the chip manufacturer's access to China's large AI market, even as global demand for its data center processors reaches record levels.