Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO say
1. Nvidia seeks approval to sell Blackwell chip to China. 2. Discussions with the White House may delay sales.
FAQ
Why Bearish?
Approval delays could hinder NVDA's revenue growth, reminiscent of prior export regulations affecting sales.
How important is it?
The outcome of regulatory discussions directly affects NVDA’s market strategy and revenue.
Why Short Term?
Delays in discussions may impact quarterly revenue forecasts and investor sentiment soon.