AI Industry: nvidia and amd Moves

President Trump reportedly approved Nvidia to sell its new H200 AI chips to China, a move also extending to rivals like Advanced Micro Devices (AMD) and Intel. This H200 chip, more advanced than Nvidia's previous H20, is designed for the Chinese market. Nvidia's stock initially rose 2.3% in after-hours trading following the news, though Wall Street analysts anticipate only a small near-term impact, and the stock later dipped. Nvidia continues to show strong financial performance, with Q3 2026 revenue reaching $57 billion, significantly outperforming SoundHound AI's Q3 revenue of $42 million. The artificial intelligence boom is fueling immense demand for data centers, with AI's value projected to reach trillions by the early 2030s. Experts forecast $5.2 trillion in AI infrastructure investments by 2030, expecting AI-ready data center capacity to grow 33% annually. Major tech players such as Google, Microsoft, Meta, and Amazon are substantially increasing their spending on AI infrastructure to meet this growing need. J.P. Morgan Asset Management's 2026 Global Alternatives Outlook highlights significant private market opportunities driven by global AI investment. Beyond infrastructure, AI is transforming various sectors. Novartis, for instance, signed a multi-program collaboration with British biotech Relation, committing $55 million upfront and potentially up to $1.7 billion, to discover new targets for atopic diseases using Relation's AI-powered Lab-in-the-Loop platform. In finance, DeepSnitch AI aims to combat market manipulation, having already raised over $720,000 in its presale, following a Binance insider trading scandal. Investment firms are also adapting to the AI-driven landscape. Former leaders from Medio, Amazon, and Expedia launched VQ Capital, a new firm focusing on cyber intelligence and AI transformation for consumer companies. Meanwhile, an AI analyst from TipRanks identified three top Exchange Traded Funds (ETFs) with "Outperform" ratings. Apple Inc., initially facing concerns over its cautious AI strategy, has seen its stock rebound strongly, now boasting a $4.1 trillion market capitalization, as investors view its approach as a safer bet amidst massive AI spending by competitors.

Key Takeaways

• President Trump approved Nvidia to sell its H200 AI chips to China, a move also benefiting AMD and Intel.
• Nvidia's stock saw an initial 2.3% rise but analysts predict a limited near-term impact from the China chip deal.
• The AI boom is expected to drive $5.2 trillion in AI infrastructure investments by 2030, with 33% annual growth in AI-ready data center capacity.
• Google, Microsoft, Meta, and Amazon are significantly increasing their spending on AI infrastructure.
• Novartis partnered with British AI biotech Relation in a deal worth up to $1.7 billion for discovering new targets for atopic diseases.
• DeepSnitch AI is developing technology to detect market manipulation, raising over $720,000 in its presale.
• J.P. Morgan Asset Management identifies immense private market opportunities driven by global AI investment.
• VQ Capital, a new investment firm, launched to focus on cyber intelligence and AI transformation for consumer companies.
• Apple Inc.'s stock rebounded strongly, reaching a $4.1 trillion market capitalization, as its cautious AI strategy is seen as a safe investment.
• Nvidia reported Q3 2026 revenue of $57 billion, significantly outpacing SoundHound AI's Q3 revenue of $42 million.

Trump allows Nvidia to sell H200 AI chips to China

Nvidia's stock rose 2.3% after President Trump reportedly approved the sale of its new H200 AI chip to China. This approval also extends to rivals like Advanced Micro Devices and Intel. The H200 is a powerful data center AI chip designed for the Chinese market, more advanced than Nvidia's previous H20 chip. Earlier, the U.S. government restricted H20 sales due to national security concerns, but the H200 is expected to be hard for China to refuse. This news is positive for Nvidia, potentially boosting its future revenue and profits.

Nvidia stock rises as Trump approves H200 chip sales to China

Nvidia's stock increased by 2.3% in after-hours trading on Monday. This happened after President Trump reportedly approved the sale of Nvidia's new H200 AI chips to China. The approval is expected to positively impact the stock's performance.

Trump's China chip deal has limited impact on Nvidia stock

President Donald Trump approved Nvidia to sell its H200 AI processors to "approved customers" in China. Wall Street analysts believe this deal is positive for Nvidia but will likely have only a small impact in the near future. Despite the approval, Nvidia stock dipped on Tuesday.

AI boom drives demand for data centers and these 3 stocks

The artificial intelligence boom is creating huge demand for data centers, with AI's value expected to reach trillions by the early 2030s. Experts predict $5.2 trillion in AI infrastructure investments by 2030, and AI-ready data center capacity will rise 33% yearly. Major tech companies like Google, Microsoft, Meta, and Amazon are significantly increasing their spending on AI infrastructure. Investors can benefit from this trend through companies like Digital Realty Trust, Iron Mountain, and the Pacer Benchmark Data & Infrastructure Real Estate ETF. These companies are well-positioned to profit from the growing need for data centers.

Novartis partners with British AI biotech Relation for $1.7B deal

Novartis signed a multi-program strategic collaboration with Relation, a British biotech company using AI. The deal focuses on discovering new targets for atopic diseases, a type of immuno-dermatology. Novartis will pay Relation $55 million upfront, including cash, an equity investment, and R&D funding. Relation could receive up to $1.7 billion in additional payments and royalties if drugs reach the market. Relation's Lab-in-the-Loop platform uses AI and patient data to find causal genes and refine target ideas. Fiona Marshall of Novartis and David Roblin of Relation both expressed excitement about combining their expertise to develop new medicines.

DeepSnitch AI detects Binance insider trading scandal

Binance suspended an employee for insider trading after they allegedly used private information to post on Binance Futures X for personal gain. DeepSnitch AI aims to fix such manipulation by detecting suspicious market activity. DeepSnitch AI's presale has already raised over $720,000, with its token price at $0.02682, showing a 76% gain for early investors. The project plans a January 2026 launch and rumors suggest Tier 1 exchange listings. Other cryptocurrencies like Pudgy Penguins and Beldex are also seeing gains due to partnerships and technical upgrades.

JP Morgan sees private market opportunities in AI boom

J.P. Morgan Asset Management released its 2026 Global Alternatives Outlook, detailing investment opportunities in private markets. The report covers private equity, private credit, real estate, infrastructure, hedge funds, transportation, and timberland. Jed Laskowitz and Anton Pil highlighted that private markets offer immense opportunities as companies stay private longer and global AI investment grows. Key themes include a recovery in commercial real estate, surging demand for core infrastructure, and strong asset replacement cycles in transportation. Timberland offers steady cashflows and inflation protection, while hedge funds benefit from market shifts.

AI analyst names 3 top ETFs for investors

An AI analyst from TipRanks identified three top Exchange Traded Funds (ETFs) for investors. These ETFs received an "Outperform" rating and are expected to gain at least 10%. The recommended funds are the iShares U.S. Medical Devices ETF, the iShares China Large-Cap ETF, and the Alerian MLP ETF. The Alerian MLP ETF focuses on Master Limited Partnership companies in the U.S. midstream oil and gas sector.

NVIDIA outperforms SoundHound in AI stock comparison

NVIDIA Corporation and SoundHound AI, Inc. are both major players in the artificial intelligence market. SoundHound's platforms, Houndify and Amelia, are gaining adoption from companies like Mastercard, Chipotle, and a U.S. hospital system, leading to a 68% revenue increase in Q3 to $42 million. NVIDIA reported even stronger results, with Q3 2026 revenue reaching $57 billion, up 62%, driven by its data center and gaming segments. While SoundHound faces operating losses due to investments, NVIDIA continues to generate substantial profits, with Q3 2026 net income at $31.91 billion. NVIDIA also recently received approval to ship its H200 AI processors to China, further strengthening its market position. Experts recommend NVIDIA as a stronger investment choice over SoundHound.

Tech leaders launch VQ Capital for AI and cyber investments

Former leaders from Medio, Amazon, and Expedia, Yotam Avrahami, Brian Lent, and John Kim, launched a new investment firm called VQ Capital. The firm focuses on two main areas: "Golden Dome" for cyber intelligence and AI transformation for consumer companies. VQ Capital aims to fund technology that unifies cybersecurity tools and helps brands rebuild operations using AI. The firm uses a unique hybrid approach, working with family office partners on a deal-by-deal basis instead of a traditional large fund. They believe small, extraordinary teams can outperform larger companies in this era of rapid AI-driven change.

Apple's cautious AI approach boosts stock value

Apple Inc.'s stock initially struggled due to concerns about its slow AI strategy but has since rebounded strongly. The company's shares, which fell 18% in the first half of 2025, have since soared 35%. This shift reflects the market's growing caution about the massive AI spending by other tech giants. Apple now has a $4.1 trillion market capitalization and is seen as a safe investment, as it can benefit from AI adoption without huge upfront capital expenditures. Despite its high stock price, investors like John Barr and Bill Stone see Apple's consumer base as unassailable, while Warren Buffett's Berkshire Hathaway trimmed its stake, and SoftBank Group bought shares.

Sources

• Nvidia Stock Pops After President Trump OKs Sales of New H200 AI Chips to China
• Nvidia stock pops after President Trump OKs sales of new H200 AI chips to China
• What Trump's China Chip Deal Means For Nvidia Stock
• AI Data Centers are Booming and These 3 Stocks Are Cashing In
• Novartis pens $1.7B immuno-dermatology pact with AI-enabled British biotech
• Next Crypto to Explode in 2026: Binance Suspends Employee for Insider Trading as DeepSnitch AI Detects the Rigged Game
• J.P. Morgan Unveils 2026 Global Alternatives Outlook Highlighting Opportunities for Investors in Private Markets Amid the AI Boom
• 3 Best ETFs to Invest In, According to AI Analyst, 12/09/2025
• SoundHound Vs. NVIDIA: Which AI Stock Should You Buy Before 2026?
• Former Medio, Amazon and Expedia leaders launch new AI-focused investment firm
• Apple’s Slow AI Pace Becomes a Strength as Market Grows Weary of Spending