$NVIDIA (NVDA.US)$ The focus of growth is no longer centered...
$NVIDIA (NVDA.US)$ The focus of growth is no longer centered on China; the core logic hinges on AI demand in the United States and globally, rather than the Chinese market.
On one hand, China is curbing Nvidia's market momentum, while on the other hand, it is creating room for domestic manufacturers to develop.
Even if chips can be sold, they will face stringent regulation and loss of market share.
Even if chips can be sold, they will face stringent regulation and loss of market share.
The earnings report also mentioned: future growth will come more from the US, Europe, the Middle East, and parts of the Southeast Asian market. In other words, the 'negative factors in China' have already been factored into the earnings outlook.
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