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Unpopular opinion: To allow or not allow NVIDIA to sell chips to China is mostly irrelevant in the long run. If NVIDIA sells them chips, Chinese companies will use them. If not, China will develop its own GPUs faster than otherwise.
28.7.2025
Bernstein expect $NVDA's share (in China) will drop to 54% even with the H20 reopen, given Chinese local supply almost double from last year.
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