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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 27 Aug 2025 - - - #### Today's market mood... no pressure Nvidia Source: Stocktwits [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Today's market mood... no pressure Nvidia](https://blog.syzgroup.com/hubfs/image2-Aug-27-2025-06-40-16-6538-AM.jpg) ![Today's market mood... no pressure Nvidia](https://blog.syzgroup.com/hubfs/image2-Aug-27-2025-06-40-16-6538-AM.jpg) 22 Aug 2025 - - - #### Nvidia has asked some of its component suppliers to stop production related to its made-for-China H20 graphics processing units, as Beijing cracks down on the American chip darling. The directive comes weeks after the Chinese government told local tech companies to stop buying the chips due to alleged security concerns, the report said, citing people with knowledge of the matter. Nvidia has reportedly asked Arizona-based Amkor Technology, which handles the advanced packaging of the company’s H20 chips, and South Korea’s Samsung Electronics, which supplies memory for them, to halt production. Samsung and Amkor did not immediately respond to CNBC’s request for comment. A separate report from Reuters, citing sources, said that Nvidia had asked Foxconn — officially known as Hon Hai — to suspend work related to the H20s. Foxconn did not immediately respond to a request for comment. Source: CNBC [#nvidia|](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![Nvidia has asked some of its component suppliers to stop production related to its made-for-China H20 graphics processing units, as Beijing cracks down on the American chip darling.](https://blog.syzgroup.com/hubfs/image3-Aug-22-2025-01-27-22-4421-PM.jpg) ![Nvidia has asked some of its component suppliers to stop production related to its made-for-China H20 graphics processing units, as Beijing cracks down on the American chip darling.](https://blog.syzgroup.com/hubfs/image3-Aug-22-2025-01-27-22-4421-PM.jpg) 18 Aug 2025 - - - #### Putting things into perspective... Future estimates show $AMD vs. $NVDA revenue growth is worlds apart: $AMD expected to add: +$7B in 2025 +$7B in 2026 +$7B in 2027 $NVDA expected to add: +$71B in 2025 +$55B in 2026 +$45B in 2027 $NVDA is adding an AMD-sized company every single year! Source: @gainify\_io [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Putting things into perspective...](https://blog.syzgroup.com/hubfs/image10-Aug-18-2025-09-17-45-3336-AM.jpg) ![Putting things into perspective...](https://blog.syzgroup.com/hubfs/image10-Aug-18-2025-09-17-45-3336-AM.jpg) 13 Aug 2025 - - - #### 🔴 China state media says Nvidia H20 chips not safe for China ▶️ Nvidia's new tab H20 chips pose security concerns for China, a social media account affiliated with China's state media said on Sunday, after Beijing raised concerns over backdoor access in those chips. The H20 chips are also not technologically advanced or environmentally friendly, the account, Yuyuan Tantian, which is affiliated with state broadcaster CCTV, said in an article published on WeChat. ▶️ "When a type of chip is neither environmentally friendly, nor advanced, nor safe, as consumers, we certainly have the option not to buy it," the article concluded. ▶️ H20 artificial intelligence chips were developed by Nvidia for the Chinese market after the U.S. imposed export restrictions on advanced AI chips in late 2023. The administration of U.S. President Donald Trump banned their sales in April amid escalating trade tensions with China, but reversed the ban in July. ▶️ China's cyberspace watchdog said on July 31 that it had summoned Nvidia to a meeting, asking the U.S. chipmaker to explain whether its H20 chips had any backdoor security risks - a hidden method of bypassing normal authentication or security controls. Source: www.investing.com, Reuters [#nvidia|](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![🔴 China state media says Nvidia H20 chips not safe for China](https://blog.syzgroup.com/hubfs/image15-Aug-13-2025-09-14-18-6500-AM.jpg) ![🔴 China state media says Nvidia H20 chips not safe for China](https://blog.syzgroup.com/hubfs/image15-Aug-13-2025-09-14-18-6500-AM.jpg) 11 Aug 2025 - - - #### Nvidia and AMD agreed to pay 15% of China chip sales revenue to US government According to this FT article, Nvidia and AMD have agreed to give the US government 15 per cent of the revenues from chip sales in China, as part of an unusual arrangement with the Trump administration to obtain export licenses for the semiconductors. ▶️ The two chipmakers agreed to the financial arrangement as a condition for obtaining export licences for the Chinese market that were granted last week, according to people familiar with the situation, including a US official. The Financial Times reported on Friday that the commerce department started issuing H20 export licences on Friday, two days after Nvidia chief executive Jensen Huang met President Donald Trump. The US official said the administration had also started issuing licenses for AMD’s China chip. ‼️ The quid pro quo arrangement is unprecedented. According to export control experts, no US company has ever agreed to pay a portion of their revenues to obtain export licences. But the deal fits a pattern in the Trump administration where the president urges companies to take measures, such as domestic investments, for example, to prevent the imposition of tariffs in an effort to bring in jobs and revenue to America. Link to article: https://lnkd.in/eZXmhSBP Source: FT [#nvidia|](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![Nvidia and AMD agreed to pay 15% of China chip sales revenue to US government](https://blog.syzgroup.com/hubfs/image6-Aug-11-2025-08-20-10-9942-AM.jpg) ![Nvidia and AMD agreed to pay 15% of China chip sales revenue to US government](https://blog.syzgroup.com/hubfs/image6-Aug-11-2025-08-20-10-9942-AM.jpg) 6 Aug 2025 - - - #### Nvidia & Microsoft alone account for almost half of sp500 $SPX returns this year Source: Tatiana Darie, MLIV, Bloomberg thru Joumanna Bercetche [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia & Microsoft alone account for almost half of sp500 $SPX returns this year](https://blog.syzgroup.com/hubfs/image8-2.jpg) ![Nvidia & Microsoft alone account for almost half of sp500 $SPX returns this year](https://blog.syzgroup.com/hubfs/image8-2.jpg) 29 Jul 2025 - - - #### Europe is heading for the next humiliation. If Nvidia continues its triumphal march, the chip manufacturer could soon be worth more than the 50 largest comps in the Eurozone. $NVDA hits a new all-time high yesterday. Nvidia is now valued at $4.3 Trillion Source: HolgerZ, Bloomberg [#europe|](https://blog.syzgroup.com/syz-the-moment/tag/europe) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Europe is heading for the next humiliation. If Nvidia continues its triumphal march, the chip manufacturer could soon be worth more than the 50 largest comps in the Eurozone.](https://blog.syzgroup.com/hubfs/1753767568949.jpg) ![Europe is heading for the next humiliation. If Nvidia continues its triumphal march, the chip manufacturer could soon be worth more than the 50 largest comps in the Eurozone.](https://blog.syzgroup.com/hubfs/1753767568949.jpg) 22 Jul 2025 - - - #### NVIDIA CEO: “I’D STUDY PHYSICS, NOT SOFTWARE” IF I WERE 20 TODAY Jensen says if he were graduating college in 2025, he’d skip coding bootcamps and major in physical sciences like physics or chemistry. During a trip to Beijing on Wednesday, Huang was asked by a journalist: “If you are a 22-year-old version of Jensen \[who\] just graduated today in 2025 but with the same ambition, what would you focus on?” To that, the Nvidia CEO said: “For the young, 20-year-old Jensen, that’s graduated now, he probably would have chosen ... more of the physical sciences than the software sciences,” adding that he actually graduated two years early from college, at age 20. Why? Because the next frontier isn’t just chatbots - it’s hashtag#AI that understands gravity, inertia, friction, and cause and effect. He calls it Physical AI: robots that don’t just generate images or code, but grip, move, and predict real-world outcomes - like not crushing your coffee mug. “When you put that physical AI into a physical object called a robot, you get robotics." And yes, he said this in Beijing, while leading the first $4 trillion company in history. Source: CNBC thru Mario Nawfal on X [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![NVIDIA CEO: “I’D STUDY PHYSICS, NOT SOFTWARE” IF I WERE 20 TODAY Jensen says if he were graduating college in 2025, he’d skip coding bootcamps and major in physical sciences like physics or chemistry.](https://blog.syzgroup.com/hubfs/1753094903703.jpg) ![NVIDIA CEO: “I’D STUDY PHYSICS, NOT SOFTWARE” IF I WERE 20 TODAY Jensen says if he were graduating college in 2025, he’d skip coding bootcamps and major in physical sciences like physics or chemistry.](https://blog.syzgroup.com/hubfs/1753094903703.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/9) [8](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/8) [9](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/9) [10](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/10) [11](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/11) [12](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/12) [❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/11) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/34?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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