NVDA This community is for sharing ideas for trading. It is not for racism, hatred and stupidity. If you lost money or made money it is because of you not the people around you , the government, the MMs. Stop the toxicity and look at your life. Move forward quietly.
NVDA I see a lot of people here still confused, thinking Chinese companies are using domestic chips only because of supply shortages. That is not true. Chinese companies have been actively swapping out Nvidia chips for domestic ones since 2024. Nvidia’s market share does not fall by 50percent in such a short time unless companies are intentionally moving away from it. They stopped using the chips they already bought, and that has nothing to do with supply.
Nvidia is also not the main issue in the tech war. The US is blocking the entire semiconductor ecosystem from China, not just chip designs. Selling Nvidia chips does not solve anything for China because they still cannot manufacture them without rebuilding their whole infrastructure. That is why China would rather use clusters of weaker domestic chips to achieve the same goals. It keeps their own ecosystem growing. To me, this looks more like a diplomatic gesture than a real need. They will not buy H200 at a meaningful scale. Obviously this doesnt affect the narrative right now.
NVDA China has effectively banned the country’s technology companies from buying the H20. Nvidia has said its current financial guidance doesn’t assume any revenue from China.
It remains to be seen whether China will allow Nvidia to sell the H200 in the country