NVIDIA Corp (NVDA)

[Dallas-Cowboys]

“If you redesign a chip around a particular cut line that enables them to do AI, I’m going to control it the very next day,” Raimondo said.

I said when Nvidia postponed the H20 weeks back due to incompatibility with servers that wasn’t the real reason. They knew at that point it was too close to the line. The postponement is too redesign the chip away from the line to please the government along with China still desiring the chip. The L20 and L2 chips aren’t powerful enough for the US to worry about.