NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
… At the moment, we are 100% out of China, and so China is 0%. We went from a 95% market share to 0%, and so I can't imagine any policymaker thinking this is a good idea. In all our forecasts, we assume zero for China. If anything happens in China, it will be a bonus. …