According to @CNBC, Nvidia has responded to a report that China’s DeepSeek is using its banned Blackwell AI chips, underscoring ongoing U.S. export restrictions tied to advanced accelerators in China (Source: CNBC https://www.cnbc.com/2025/12/10/nvidia-report-china-deepseek-ai-blackwell-chips.html). CNBC’s update does not disclose the substance of Nvidia’s response, any enforcement actions, or immediate market reaction, indicating that key details are still pending (Source: CNBC https://www.cnbc.com/2025/12/10/nvidia-report-china-deepseek-ai-blackwell-chips.html). For trading, the headline centers on export-control compliance and potential shipment scrutiny into China for Blackwell-class GPUs, making Nvidia’s official clarifications and any U.S. policy updates the primary catalysts to monitor for NVDA and AI semiconductor peers (Source: CNBC https://www.cnbc.com/2025/12/10/nvidia-report-china-deepseek-ai-blackwell-chips.html). The source does not mention cryptocurrencies or miners, so no direct crypto impact is stated; crypto traders following AI-compute narratives should await further details before repositioning (Source: CNBC https://www.cnbc.com/2025/12/10/nvidia-report-china-deepseek-ai-blackwell-chips.html).

According to @StockMKTNewz, Google has a new 7th-generation AI chip, a TPU codenamed Ironwood, referenced alongside the $GOOGL ticker in a post dated Nov 8, 2025, source: @StockMKTNewz. The source post provides no technical specifications, performance benchmarks, deployment timeline, or confirmation from Alphabet or Google Cloud, indicating this is a headline-only data point for traders, source: @StockMKTNewz. The post does not mention any crypto or Web3 integrations or impacts, so no direct cryptocurrency market implications are cited at this time, source: @StockMKTNewz.

According to @KobeissiLetter, Nvidia reported record Q2 2025 revenue of $46.7 billion even as it logged zero H20 chip sales to China in the quarter, highlighting strong ex-China performance (source: @KobeissiLetter). According to @KobeissiLetter, Nvidia still generated $2.8 billion in revenue from China despite the H20 halt, indicating ongoing China contribution from other products or channels (source: @KobeissiLetter). Based on these figures, traders can infer that non-H20 products and non-China regions drove the beat, reinforcing the breadth of AI compute demand that equity desks watch for momentum trades in AI semis (source: @KobeissiLetter). For positioning, watch NVDA and U.S. AI semiconductor peers for follow-through and monitor management commentary on China constraints for durability of the revenue mix, as flagged by the reported zero H20 sales yet sustained China revenue (source: @KobeissiLetter). No direct crypto-market impact was cited by the source, but crypto traders tracking AI-related risk sentiment may note the resilience implied by these numbers when gauging broader risk appetite (source: @KobeissiLetter).

According to The Kobeissi Letter, Nvidia’s base-case for the next quarter assumes zero H20 chip sales to China, implying that models should anchor to no China H20 revenue near term (source: The Kobeissi Letter). According to The Kobeissi Letter, any improvement in US-China relations or any resumption of China-bound chip shipments would be an upside catalyst and could render NVDA shares cheap versus current expectations (source: The Kobeissi Letter). According to The Kobeissi Letter, the key trading variable is policy-driven export outcomes to China, and positioning should reflect zero H20 sales as the default while treating any positive China headlines as incremental upside risk to the guide and multiple (source: The Kobeissi Letter).