• NVIDIA tightened export controls in parts of Asia, creating an approved-customer list and stricter reviews in Singapore, Malaysia and Japan; many prior buyers were removed and can reapply.
  • U.S. approved export licenses letting three Chinese firms buy NVIDIA H200 AI accelerator chips, adding to earlier approvals for H200 sales to some Chinese customers; AMD chips approved for one firm.
  • NVIDIA posted near‑record revenue and faster growth. Management cited H200 shipments to China and a friendlier macro backdrop after June CPI, seen as positive for high‑multiple chip stocks.
  • NVIDIA says volume ramp of next-gen Vera Rubin GPUs delayed by thermal lid issues in servers; company now expects ramp to start in July and suppliers say the issue is fixed.
  • NVIDIA is reportedly weighing Mitsubishi Heavy as a supplier of high-efficiency cooling, power backup and energy-management tech for its next-gen AI data centers, aiding NVDA’s data-center buildout.
  • Hyperliquid offers 24/7 NVDA perpetuals settled in stablecoins; pricing uses oracle feeds and funding rates, giving continuous exposure to NVIDIA price moves outside U.S. market hours.