Jul. 15 at 8:20 AM
China AI Chip Flow Resumes:
$NVDA in Focus —
$KC,
$VNET,
$GDS Surge
The spotlight is on
$NVDA as it resumes AI chip sales to China, but Chinese data center players stand to gain as well.
Stalled AI and GPU projects now get greenlit, especially benefiting:
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$KC – key GPU-cloud & AI-platform player, poised to regain cloud revenue momentum and AI margins
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$VNET – breaks downtrend as stalled deployments resume
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$GDS – rides tailwinds from restored U.S. chip flow
Premarket Moves:
📈
$KC +16.03%
📈
$VNET +16.46%
📈
$GDS +11.74%