Chinese AI Companies Turn to Overseas for Nvidia Computing Power

Chinese artificial intelligence companies have begun renting Nvidia computing power from overseas data centers amid concerns that the US may impose new restrictions on chip exports. This move stands out as an effort by companies to preserve existing supply channels. A bill pending in Washington proposes expanding chip restrictions to cover access via the cloud. The regulation aims to bring computing power provided through overseas data centers under scrutiny. This step by Chinese AI companies is seen as a strategy to secure access to alternative sources before potential restrictions take effect. Renting Nvidia computing power indicates a shift toward cloud-based solutions instead of direct chip procurement. The possibility that the US chip ban could extend to the cloud creates a new element of uncertainty in the semiconductor supply chain. How the bill will take shape and its scope of implementation could directly affect access models in the industry. Not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 55%

The news reports that Chinese AI companies are turning abroad for Nvidia compute power; this can be read as a mildly negative signal that increases uncertainty for Nvidia in the Chinese market amid export restrictions. However, the headline does not announce a direct ban or loss, so the impact may remain limited. The technical picture is already weak: the price has fallen 7.2% in 24 hours, MACD is negative and below the signal line, and it is trading well below the SMA50 (187). RSI at 41 is not in oversold territory, indicating there is not yet a strong base for recovery. Downward pressure may persist in the short term, but confidence should be kept low due to a support test around SMA20 (173.5) and the news not having materialized.

RSI 14

41.0

MACD

-3.25

24h Δ

-7.20%

📊 AMD — Piyasa Yorumu

▲ up · 55%

The report focuses on Chinese AI companies turning abroad for Nvidia compute power, implying continued demand for the Nvidia ecosystem and laying the groundwork for commentary that AMD could benefit indirectly from demand for alternative GPUs/accelerators. However, the report does not directly target AMD, so the impact is limited and indirect. On the technical side, the stock has posted a very strong gain of about 24% over 24 hours, RSI has reached 66.6, approaching overbought territory, and the price is clearly above SMA20/SMA50; MACD is in positive territory and above its signal line. This combination indicates that momentum remains positive in the short term but that the risk of profit-taking has increased after the sharp rally. For this reason, I anticipate a slightly upward-biased but cautious picture over the 1-3 day outlook.

RSI 14

66.6

MACD

21.42

24h Δ

24.00%

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