Dekho, Nvidia ke boss, Jensen Huang ne bola hai ki unko lagta hai ki China ka darwaza US ke AI chips ke liye eventually khulega. Ab kitna market protect karna hai yeh toh wahan ki government decide karegi, par unko feel ho raha hai ki access improve hoga.
Yaad hai kuch time pehle Jensen Huang ne President Donald Trump ke business summit mein bhi dikhaya tha? Tab se investors ko lag raha tha ki kuch change ho sakta hai. US ne pehle bhi Nvidia ko advanced H200 AI chips China mein bhejne ki approval di thi, toh laga tha restrictions kam hongi.
Par scene aisa hai ki China khud ki semiconductor production pe bahut zor de raha hai, aur Huawei Technologies Co. jaise local companies bhi badh rahi hain. Isliye, Nvidia ko H200 chips bhejne ki approval milne ke baad bhi, Chinese firms ne orders confirm nahi kiye the. Matlab, rules aur China ke plans ka game abhi bhi complex hai.
China Nvidia ke liye ek $50 Billion ka bahut bada potential market hai. Pehle toh company ne forecast kiya tha ki wahan se AI chips ki zero sales hogi. Ab sabki nazar Nvidia ki upcoming earnings report par hai, dekhte hain ki yeh important shipments kab tak ho paati hain.