1. Nvidia denies reports of DeepSeek using smuggled Blackwell chips. 2. The US banned the export of its Blackwell chips to China. 3. Trump approved Nvidia's H200 chip sales to restricted Chinese customers. 4. DeepSeek’s AI model R1 has gained significant market attention. 5. China may soon develop its own next-generation AI chips.
FAQ
Why Bullish?
Nvidia's established position and potential sales to approved Chinese customers suggest demand, similar to past quarters of AI-driven growth.
How important is it?
The continuous interplay between US-China relations and Nvidia's chip sales is crucial for market perception and revenue growth.
Why Long Term?
Strategic positioning in AI and ongoing chip availability will influence long-term investor confidence, similar to the sustained AI market demand witnessed in previous years.