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Nvidia stock falls as China's Huawei reportedly boosts AI chip production after Trump's export ban

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Chinese tech giant Huawei is set to begin shipping advanced AI chips as soon as next month .

Huawei 's new 910C chips are reportedly competitive with Nvidia’s H100 AI chips, which are two generations behind its latest Blackwell chips.

China accounted for $17 billion , or 13% , of Nvidia 's revenue in its fiscal year 2025 .