NVIDIA Corp (NVDA)

[krisrun]

(1) NVDA - India Involvement - The news came out on Google few weeks ago.
(2) NVDA CEO went to India and met Modi (PM). They talked about NVDA India start/expansion. First phase is NVDA partnership with 2 biggest Indian firm to start using NVDA chips in India. (3) Modi wants more than this. He wanted NVDA to start manufacturing NVDA Chips in India. NVDA CEO hinted this as Phase 2 (not immediately, but future consideration). My thoughts are "India may use NVDA chips in a bigger way in Industry. So, nice customer for us for NVDA chips. Most immediate benefit is NVDA start selling Blackwell in India.

Basically, more Customer for Blackwell, better for us. Order line as big as possible. Thx.