The H20 chips are in high demand from companies like Alibaba, Tencent and ByteDance where they are used for their AI work. In 2024 Nvidia sold USD 12 billion worth of H20 chips to China.
While it is a big loss to Nvidia, alternative buyers can be found elsewhere. This is just a temporary setback.
However fundamentally, $NVIDIA(NVDA)$ is still the dominant leader in the specialised AI chips. That has not changed at all.
With the AI revolution still at its nascent stage, Nvidia will continue to chart new heights of success through their continued innovation and new technologies.
In fact this is a golden opportunity to grab more Nvidia when it is in sale.
As Warren Buffett likes to say When there is Fear in the markets it is time to be greedy.
Modify on 2025-04-16 20:43
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Merle TedΒ·04-19TOPH20 is the least priced Ai GPU. It is not going to perish in time. When we reach tariff trade agreement, will be able to sell it to China..1Report
- Venus ReadeΒ·04-19TOPNVDA will come up a chip for China market. But if trump keeps tightening controls, it will be over again.1Report
- miffsyΒ·04-17TOPGreat insights! Perfect time to buy!
![[Great]](https://c1.itigergrowtha.com/community/assets/media/emoji_008_zhenxiang.12871f1f.png)
1Report