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104 days

Jensen Huang says Nvidia is missing out on a Boeing-sized opportunity in China: ‘Not a plane, the entire company’ - MarketWatch

1. Nvidia CEO calls for review of China chip restrictions, citing lost market. 2. Huang argues trade limits won't hinder Chinese military advancements. 3. China's AI chip market projected to reach $50 billion soon. 4. Nvidia shares dropped 15% this year but gained 28% since April.

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FAQ

Why Bullish?

Huang's statements suggest potential for market expansion and strategic flexibility. Historical examples show that easing trade restrictions can lead to stock rally in tech firms.

How important is it?

Huang's comments directly address regulatory issues impacting NVDA's international sales. Any shift in policy could significantly affect NVDA's revenue outlook.

Why Long Term?

If restrictions are eased, NVDA could capture substantial market share in AI. NVIDIA's long-term growth relies on trends in AI technology, which could be enhanced by access to China.

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