N gives money to O. N announced new chip. O buy N new chip with money from N. N declare new sales growth, higher profit.. Repeat quarterly for higher valuation. [Happy]
AI will not kill software companies. But moats are diminishing. Some products don't command premium pricing. More competitors will appear since everyone can use AI to create/improve similar software.
Nvidia AI Chip Sales to China Stalled by US Security Review, FT Reports
Nvidia’s sales of its H200 AI chips to China are still pending final approval from Washington, nearly two months after former President Donald Trump authorized the export. The U.S. government is...
Without official notice this is just another rumors.
Nvidia Jumps 2%, Alibaba Trims Some Losses. China Tells Alibaba, Top Tech Firms to Prep Nvidia H200 Orders
Chinese officials have told the country’s largest tech firms including Alibaba Group Holding Ltd. they can prepare orders for Nvidia Corp.’s H200 AI chips, suggesting Beijing is close to formally...
Think twice before diving into the U.S. dividend stocks. For Singapore-based investors, the 30% U.S. withholding tax can significantly erode your actual returns.