MarketScreener

Nvidia's newest AI chips could be cleared for sale in China, according to a MarketScreener report. The story is drawing attention because US export controls have sharply restricted Nvidia's ability to sell advanced chips to Chinese customers, so any reopening of that market would be a major shift for the semiconductor industry and for US-China tech relations.

Nvidia is holding discussions with insurers about them taking on lending risks tied to its chips, according to MarketScreener. The talks would let lenders finance chip purchases with insurance covering potential losses, an approach that reflects the enormous sums now tied up in AI computing hardware. Details of the negotiations, the insurers involved and the likelihood of a deal have not been disclosed.