Nvidia's New Computers Set to Boost Chinese Supply-Chain Players -- Market Talk

Dow Jones06-02

0248 GMT - Nvidia's announcements of new computers are likely to provide tailwinds for Chinese supply-chain players, Citi analysts say in a note. The full commercial production of AI-computing hardware, known broadly as Vera Rubin, should be positive for players in Nvidia's supply chain, including Foxconn Industrial Internet, Victory Giant Technology and WUS Printed Circuit in China. Meanwhile, Lenovo is set to benefit from the new GPU server platform and the Nvidia chip-powered laptop with higher average selling prices, they note. Nvidia CEO Jensen Huang's speech at GPU technology conference signals that the AI field has transitioned from the foundational large language model paradigm into the agentic AI and physical AI era, suggesting a potentially faster-than-expected deployment of AI applications on devices in China, they add. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

June 01, 2026 22:48 ET (02:48 GMT)

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The full commercial production of AI-computing hardware, known broadly as Vera Rubin, should be positive for players in Nvidia's supply chain, including <a href=\"https://laohu8.com/S/601138\">Foxconn Industrial Internet</a>, <a href=\"https://laohu8.com/S/300476\">Victory Giant</a> Technology and WUS Printed Circuit in China. Meanwhile, Lenovo is set to benefit from the new GPU server platform and the Nvidia chip-powered laptop with higher average selling prices, they note. Nvidia CEO Jensen Huang's speech at GPU technology conference signals that the AI field has transitioned from the foundational large language model paradigm into the agentic AI and physical AI era, suggesting a potentially faster-than-expected deployment of AI applications on devices in China, they add. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 01, 2026 22:48 ET (02:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's New Computers Set to Boost Chinese Supply-Chain Players -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's New Computers Set to Boost Chinese Supply-Chain Players -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-02 10:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0248 GMT - <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s announcements of new computers are likely to provide tailwinds for Chinese supply-chain players, Citi analysts say in a note. The full commercial production of AI-computing hardware, known broadly as Vera Rubin, should be positive for players in Nvidia's supply chain, including <a href=\"https://laohu8.com/S/601138\">Foxconn Industrial Internet</a>, <a href=\"https://laohu8.com/S/300476\">Victory Giant</a> Technology and WUS Printed Circuit in China. Meanwhile, Lenovo is set to benefit from the new GPU server platform and the Nvidia chip-powered laptop with higher average selling prices, they note. Nvidia CEO Jensen Huang's speech at GPU technology conference signals that the AI field has transitioned from the foundational large language model paradigm into the agentic AI and physical AI era, suggesting a potentially faster-than-expected deployment of AI applications on devices in China, they add. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 01, 2026 22:48 ET (02:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1934453819.USD","symbol_name":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2640999138","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640999138","pubTimestamp":1780368480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0248 GMT - Nvidia's announcements of new computers are likely to provide tailwinds for Chinese supply-chain players, Citi analysts say in a note. 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The full commercial production of AI-computing hardware, known broadly as Vera Rubin, should be positive for players in Nvidia's supply chain, including Foxconn Industrial Internet, Victory Giant Technology and WUS Printed Circuit in China. Meanwhile, Lenovo is set to benefit from the new GPU server platform and the Nvidia chip-powered laptop with higher average selling prices, they note. Nvidia CEO Jensen Huang's speech at GPU technology conference signals that the AI field has transitioned from the foundational large language model paradigm into the agentic AI and physical AI era, suggesting a potentially faster-than-expected deployment of AI applications on devices in China, they add. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 01, 2026 22:48 ET (02:48 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640999138","isCrawlerRequest":true}