$NVIDIA(NVDA.US)
$NVIDIA(NVDA.US)‘s China market got slammed by export bans, share plunging from 95% to 50%. Huang warned of a huge $15B loss!
Now, they’re launching a 3rd gen, cheaper Blackwell-based AI chip for China. This is their third try to stay compliant and regain access. BofA analysts are still bullish on $NVIDIA(NVDA.US)‘s global AI position and hope for a sales rebound.
Nvidia's China Chip - Rebound?
Single Choice
- Yes! Price/tech wins. 🚀69%
- No! Too many limits. 🚧21%
- Partial, not peak. 📊9%
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