[Watcher Guru] JUST IN: Nvidia $NVDA CEO Jensen Huang says China is not an enemy and US chip policy is a "mistake."
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Nvidia CEO Jensen Huang said China is not an enemy and called current U.S. chip export policy a "mistake," pushing back on restrictions that have curtailed the company's access to the Chinese market. The remarks matter because China has historically accounted for a substantial share of Nvidia's data center revenue, and any easing of controls could reshape demand forecasts for its AI accelerators. Huang's comments add to a broader debate in Washington over the scope of semiconductor export limits. What to watch next is whether the administration adjusts licensing rules or broader restrictions, and how Nvidia's forward guidance reflects China-related demand.
Muhabbit's AI wrote this summary in its own words from Telegram's report. It can get details wrong, so check the source.
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Jensen Huang, Nvidia (NVDA), United States, China
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