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NVDA
Benzinga
34 days

Nvidia Reloads China — Jensen's Pitch: Let Me Sell The Good Stuff

1. NVIDIA aims to sell advanced AI chips in China. 2. CEO Huang highlights continuous improvement of chip technology. 3. Lifted ban marked H20 chip exports resumption to China. 4. Previous bans caused $4.5 billion inventory charge and $2.5 billion revenue loss. 5. China's AI market may reach $50 billion, significant for American firms.

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FAQ

Why Bullish?

Resuming chip exports to China suggests potential revenue recovery. Historical examples show quick post-ban recoveries nourishing price increases.

How important is it?

Lifting bans and focusing on the Chinese market directly influences NVDA's growth trajectory.

Why Long Term?

Sales expansion in China's AI market will yield sustained benefits over time, similar to past market penetrations.

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