$NVIDIA (NVDA.US)$ Nvidia chips purposely delayed by more than 2 months to enable Huawei to produce significant quantities of China Ascend 910D AI chips that exceeds H20 specs. China using only Huawei AI chips is expected to reduce demand for USD. Together with other multi sector financial war attack on USD like oil, SWIFT, Japanese and German and Global investment in China, USD is expected to drop at least 20% but may drop by 70%.
105657362
OP
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China can produce 5 nm, but the production process needs to jump hoops and many cycles, so it takes slightly longer without using ASML machines. Time is required to produce quantities to replace anything of whatever specs. That's where China NOC Deep Throat at White House new ban of Nvidia H20 is a free gift bonus to Huawei.
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is Nvidia going to downgrade that chip to potato chip? maybe if they export potato chips the license fee could be waived?? or are there still 125% Chinese tariffs on american potatoes???
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China allways has import taxes. No matter the product. I exported in China (not semi or electronics) and the buyers allways ask for discount due to the tarrifs.
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The ceasefire between India and Pakistan has no direct impact on NVIDIA's stock price, as the ceasefire does not involve chips, AI, Semiconductors supply chain, or regulatory policies, and thus does not pose a challenge.
$NVIDIA (NVDA.US)$ Economic abandonment due to tariffs already started, and it had already cost US more than a Trillion USD. Investments meant for US are now all redirected to China. Subaru is shutting down it's US factory in Lafayette, and Subaru meant for Canada will be shipped from Japan directly. Toyota is now building an EV factory in Shanghai, China to take advantage of massive supplier network currently serving Tesla. German automakers are also expected to continue pouring Billions into Ch...
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The USA is attempting to reshape the manufacturing ecosystem through high tariff policies, but in the context of globalization, companies are more focused on cost, efficiency, and stability, which has led to some originally planned investments in the USA being redirected to China or other Emerging Markets. This not only affects domestic employment in the USA, but also poses challenges for the economic policy coordination between the USA and its allies.
$NVIDIA (NVDA.US)$'s recent efforts to modify its AI chips for export to China, in compliance with tightened U.S. export restrictions, present a complex scenario for its share price. While these moves aim to preserve access to a critical market, the overall impact on the stock is subject to a variety of counteracting forces, making a "significant benefit" uncertain and dependent on numerous factors. I am holding my NVDA...
$NVIDIA (NVDA.US)$$Advanced Micro Devices (AMD.US)$ $SPDR S&P 500 ETF (SPY.US)$ Nvidia leads with 90% of market share "As of 2025, the market share for AI GPUs is largely dominated by NVIDIA, with AMD gradually gaining traction. Here's a breakdown of the current market share based on the most widely used AI GPU solutions in data centers and machine learning: 1. NVIDIA AI GPU Market Share (2025) Estimated Market Share: ~85%–90% Key Factors: NVIDIA remains the dominant player...
$NVIDIA (NVDA.US)$$NATGATE (0270.MY)$the more stagnant, before the day result, the better price pop up action after result release. double long x2 nvidia, call option. This is the way, 500b each to invest back in america, without government support, and whats the return of 500b investment in state. the devil is in the detail. WALL STREET HIDE IT OUTSIDE MARKET.
$NVIDIA (NVDA.US)$$NATGATE (0270.MY)$$Alphabet-A (GOOGL.US)$$Meta Platforms (META.US)$mamy much more. - EXCEPTIONS TO BRING TARIFFS DOWN TO 10% BASELINE ARE POSSIBLE - WE WILL BASICALLY ALWAYS HAVE A 10% BASELINE TARIFF - CHINA NEED OPEN THEIR MARKET TO MORE AMERICA COMPANY JUST WHAT THEY DID OPEN TO TESLA. WE STILL HAVE GOOGLE META MANY MUCH MORE OUTSIDE THE BOARDER. -WALL STREET KNOW,WE KNOW, BUT THEY CANT , UNTIL STATEMENT IS OUT If we end up with a flat ...
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Masterldl
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You are too optimistic. Trump did all that during previous term, guess what happened? China just simply dragged on, released a virus, and waited for Trump to finish his term. This time is highly like no more playing arround, kick China out of the circle. We can see that from apple’s 100% Indian manufacturing by 2026.
$NVIDIA (NVDA.US)$Thanks to Donald Trump, my portfolio increased by 50%. Not because i follow his instructions to buy share but i waited 1 hour after his shouting and start to buy put options .
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103780461 : No reason is provided for on NVDA's delay. How's that benefit NVDA if Huawei AI chip exceeds H20 specs. nothing add up
105657362 OP : China can produce 5 nm, but the production process needs to jump hoops and many cycles, so it takes slightly longer without using ASML machines.


Time is required to produce quantities to replace anything of whatever specs. That's where China NOC Deep Throat at White House new ban of Nvidia H20 is a free gift bonus to Huawei.