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BEIJING—The worldwide surge in demand for artificial intelligence is driving a wave of exports from China, keeping the world’s second-largest economy humming despite turmoil from the war in Iran.

Nvidia's Q1 FY2027 data center revenue hit $75.2B, up 92% due to high demand for AI chips. Broadcom's Q2 FY2026 AI chip revenue soared to $10.8B, predicting a 200% growth next quarter. Cloud giants ...

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