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Nvidia’s $54B AI Chip Backlog Faces China Hurdle as Rubin Architecture Looms

Nvidia’s $54B AI Chip Backlog Faces China Hurdle as Rubin Architecture Looms

Author:

Global Cryptocurrency

Published:

2026-01-12 09:20:32

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BTCCSquare news:

Nvidia shares hover NEAR $184.98 despite a $54 billion backlog for its H200 AI chips, with Chinese authorities now pausing orders from domestic tech firms. The stock's 1.8% monthly decline contrasts sharply with CEO Jensen Huang's CES declaration of 'very high' demand across hyperscalers, sovereign entities, and Chinese buyers.

Taiwan Semiconductor's upcoming earnings may reveal whether the AI chip market can sustain its momentum. Meanwhile, Nvidia's 2026 Rubin architecture—requiring costly infrastructure upgrades—positions the company to monetize AI growth beyond GPU sales alone.

By:

TSMC Q4 Profit Surges 27% on AI Chip Demand, Setting Stage for 2026 Growth

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