Nvidia faces a critical juncture as it continues waiting for U.S. government greenlight on H200 chip shipments to China. Beyond the export approval delays, uncertainty surrounds the proposed 25% revenue share mandate from Washington. The lack of clarity on both fronts creates headwinds for the chip giant's international business strategy and investor outlook.
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NftMetaversePainter
· 12-15 17:02
actually, the algorithmic constraints imposed by geopolitical hash values are precisely why we need to reimagine supply chain architecture through blockchain primitives... nvidia's dilemma isn't really about chips, it's about the collapse of centralized distribution paradigms
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ZKSherlock
· 12-15 17:02
actually... the real issue here isn't just the export delays, right? it's about the trust assumptions baked into these geopolitical constraints. like, think about it—when governments start dictating revenue percentages, you've fundamentally altered the information-theoretic security of any business model. the computational overhead of navigating these restrictions? astronomical.
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BearMarketNoodler
· 12-15 17:01
How many times has the chip embargo stunt been played out in history? Nvidia should have learned to play both sides by now. Only now, when they're getting desperate, does it show that their lobbying skills are still lacking. 25% revenue share? The US is blatantly eating and throwing the pot.
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TokenVelocity
· 12-15 17:01
Well, this is troublesome. The US government's 25% requirement is really outrageous. Nvidia is caught in the middle of this.
Nvidia faces a critical juncture as it continues waiting for U.S. government greenlight on H200 chip shipments to China. Beyond the export approval delays, uncertainty surrounds the proposed 25% revenue share mandate from Washington. The lack of clarity on both fronts creates headwinds for the chip giant's international business strategy and investor outlook.