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Nvidia’s Jensen Huang fears losing the Chinese market. One analyst says that’s short-term thinking. - MarketWatch

1. Nvidia faces sales restrictions to China, jeopardizing AI market access. 2. China's AI market could be worth $50 billion, posing a significant loss. 3. Analyst predicts Nvidia will grow in other international markets over time. 4. China is investing heavily in domestic chip technology to reduce dependency on Western suppliers. 5. Shares rose as Trump administration eases AI shipping controls, benefiting Nvidia.

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FAQ

Why Bullish?

Despite restrictions, Nvidia is positioned to capture alternative markets. Past performance confirms resilience in adapting to geopolitical changes.

How important is it?

The article outlines critical geopolitical factors affecting Nvidia, which can influence investor sentiment and market positioning.

Why Long Term?

While immediate sales may decline, Nvidia's future international growth is promising. Historical examples indicate market recovery may take time but will occur.

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