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business6h ago

Nvidia has a cash problem — too much of it

https://www.cnbc.com/2025/12/04/nvidia-has-a-cash-problem-too-much-of-it.htmlhttps://seekingalpha.com/article/4850634-wall-street-breakfast-podcast-the-nvidia-of-china-soars-on-debuthttps://www.euronews.com/business/2025/12/05/chinas-bet-on-home-grown-chips-pays-off-with-moore-threads-blockbuster-debut
Cnbc.com and 3 more
Nvidia has a cash problem — too much of it Open in Cnbc.com
Highlights
  • Moore Threads’ Shanghai debut drew strong investor demand as a domestic AI-chip challenger gains traction amid global tensions.
  • China’s stock surge highlights efforts to build AI-capable GPUs locally as Western chips remain restricted by export controls.
  • Policy support through subsidies and financing is accelerating the shift from Nvidia to domestic alternatives in strategic sectors.

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References

Wall Street Breakfast Podcast: The Nvidia Of China Soars On Debut (NASDAQ:NVDA)

Wall Street Breakfast Podcast: The Nvidia Of China Soars On Debut (NASDAQ:NVDA)

Moore Threads, named 'China's Nvidia', soars 425% in blockbuster debut

Moore Threads, named 'China's Nvidia', soars 425% in blockbuster debut

Moore Threads shares jump fivefold in Shanghai trading debut in rush for 'China's Nvidia'

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