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34 days

As Nvidia gets a lifeline in China, Jensen Huang goes on the charm offensive in Beijing

1. Nvidia to resume H20 AI chip sales in China after a three-month pause. 2. U.S. export controls previously caused a loss of $10.5 billion in sales. 3. Huang praises Chinese AI models, but acknowledges competition from Huawei. 4. Nvidia's technological progress hinges on future U.S.-China negotiations. 5. Potential for advanced chip sales in China is optimistic, alongside compliance with new policies.

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FAQ

Why Bullish?

Resuming chip sales to China signals recovery of market access and potential revenue growth.

How important is it?

The article focuses on Nvidia's sales recovery in China, which is crucial for revenue.

Why Short Term?

Initial positive sales impact expected from renewed sales; longer-term outlook depends on policy stability.

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