TSLA
Tesla
-- 421.060 NVDA
NVIDIA
-- 134.700 PLTR
Palantir
-- 80.550 RGTI
Rigetti Computing
-- 9.3700 AMD
Advanced Micro Devices
-- 119.210 
profit margin for new launched product usually is lesser due...
profit margin for new launched product usually is lesser due to continuous quality issue & production line capcitu etc.
those less advanced chips that currently sold to China may fetch higher profit margin. 12% of total revenue is a big chunk.
By pushing China to 100% relying on own chip, it may slow them down for couple of years, but when they bounced back, they can be a fierce competitor for Nvidia.
those less advanced chips that currently sold to China may fetch higher profit margin. 12% of total revenue is a big chunk.
By pushing China to 100% relying on own chip, it may slow them down for couple of years, but when they bounced back, they can be a fierce competitor for Nvidia.
@10baggerbamm：I think Nvidia should take the stance the same exactly as Karp of Pltr. and I think Jensen should cut off all sales voluntarily 100% to China. there's so much business for NVIDIA between sovereign Nations that are allies of the United States hyperscalers and companies that are building out their AI Network, Nvidia does not need any revenues from China in order to excel. they're 100% pre-sold all of Blackwell within allotment if anyone cancels there's people standing in line waiting to buy anything they can get their hands on. it's my feeling that if Jensen takes a proactive stance and does this Nvidia stock goes straight up. it will no longer be the subject of political leaders using the company as a pawn in their economic trade war games.
Market Chatter: Nvidia Denies Reduction of Supplies to China
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