The export controls just cost nvidia the market they were built to protect. nvidia says its $50b…
the export controls just cost nvidia the market they were built to protect. nvidia says its $50b china business is effectively closed, took a multibillion write-off after the h20 ban ended hopper sales there, and h200’s return still earns under 1% of revenue. the controls didn’t stop china’s stack — they just ended nvidia’s $50b share of it.
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The air is now being asked to keep its own ledger
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