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35 days

Commerce Secretary Lutnick says China is only getting Nvidia's ‘4th best' AI chip

1. Nvidia to sell H20 chips to China, resuming prior export capability. 2. U.S. government now allows sale of '4th best' chips to maintain market influence. 3. Nvidia could have gained $8 billion in sales, previously halted by licensing. 4. Huang advocates for ongoing sales to prevent China's independent tech growth. 5. New AI chip versions continually released, ensuring Nvidia's technological leadership.

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FAQ

Why Bullish?

The resumption of sales significantly enhances Nvidia's revenue potential, likened to prior historical rebounds after regulation changes.

How important is it?

The article directly addresses Nvidia's operational capabilities and revenue recovery, making it highly relevant.

Why Short Term?

Immediate sales of H20 are expected soon, impacting quarterly performance expectations positively.

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