@koolgal:🌟🌟The global tech landscape has just shifted on its axis with Jensen Huang, a last minute passenger on Air Force One. The real art of the deal is now being written in leather jackets. $NVIDIA(NVDA)$ 's Chinese market share has collapsed from 95% to near zero over the last 2 years due to US export restrictions. The big question is: will there be an AI export relaxation now? I am not holding my breath on US transfering its top tier AI technology. But I expect there maybe a compromise unblocking the H200 generation chips. A win here would be allowing NVIDIA to export older tier chips in exchange for relaxation of rare earth exports to the US. How will NVIDIA perform? Bull Case: Even a minor breakthrough to allow shipping of custom compliant chips w
@NicoleWong:$英特爾(INTC)$Intel is being repriced as an AI Infrastructure player Data Center & AI: +$5.7B (+33.7%) Foundry: +$4.4B (+24.4%) Client Computing -$0.2B Intel is adding nearly +10B in AI-driven growth, the stock soared +24% on Friday.