DeltaDrift
03-04

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$

Singapore is investigating NVIDIA chips allegedly shipped to restricted countries via Malaysia, violating U.S. sanctions. Authorities suspect suppliers were misled about end users. Reports suggest Chinese buyers may be bypassing U.S. export bans through third parties. Nvidia and Dell deny involvement, emphasizing strict trade compliance. The probe raises concerns over tighter AI chip restrictions, impacting Nvidia and Super Micro stocks.

This seems to be a signal of Singapore’s authority supporting the US Regulation.

White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?
Around his first 100 days in office, Trump is planning to host an event at the White House to promote investment in America, with senior executives from companies such as Nvidia set to participate. ------------- Can Nvidia manage to solve the problem and safeguard its status in the semi industry? How much will Huawei's new chip affect Nvidia? Will Nvidia ramp up US investment? How will this mean to the stock?
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Comments

  • mizzmo
    03-04
    mizzmo
    This situation sounds concerning.
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