Nvidia's Strategic Moves in the US-China Tech Landscape
Nvidia shares rise as US export restrictions on AI chips to China ease, with CEO Jensen Huang meeting top Chinese officials.
In this episode, Alice and Lewis discuss how the Trump administration's relaxation of export restrictions on Nvidia's key AI product to China is impacting the market. Nvidia's shares are up 4 percent following assurances that licenses for the H20 chip will be approved, allowing the company to resume deliveries soon. Lewis highlights the factors behind this shift, including intensive lobbying by Nvidia and CEO Jensen Huang's meetings with key officials in both the US and China. We explore the financial impact of previous export controls, including a 4.5 billion charge due to excess inventory, and look ahead to Nvidia's plans for a new China-specific AI chip compliant with US export rules. The conversation also covers the new RTX Pro GPU, the reaction from the US government, and the broader implications for the US-China tech competition. With the H20 chip still in demand despite its lower power and the DeepSeek R1 model boosting AI usage in China, it's clear that Nvidia is trying to maintain its leadership in AI while navigating complex geopolitical landscapes.
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