$NVIDIA(NVDA)$ Here's a perspe

Here's a perspective on Nvidia: Jensen Huang was well aware that Trump would intensify sanctions against China, which is why he didn't attend Trump's inauguration. The real heavy-handed move began with Biden's classification of AI exports into three categories of countries. This directly led to Huang's uncharacteristic public opposition. Twenty percent of Nvidia's AI chips are purchased by Singapore. Adding to the 10% revenue from China, Nvidia could see nearly a third of its income affected in the short term. The slowdown in Microsoft's investments, among other factors, is of secondary impact. That said, Nvidia's monopolistic position in the high-end AI market remains unaffected.

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