Is it time to put China behind us once and for all?
The Chinese market feels closed for good to nvda, and furthermore, it feels like it doesn't even matter. The Chinese gov does not want companies buying the lesser chips. And the most advanced chips won't be allowed to be exported - prob ever. China sales are not even included in nvda's forward guidance. Is it time to just forget about China and move on?
Posted Nov 3, 2025, 9:06 PM UTC
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