Nvidia: new Growth Potential From Return to China
Reading Time: 3 minutes
Political tailwind: After the approval of chip exports to China, Nvidia regains access to a billion-dollar market – analysts significantly raise price targets. Competition intensifies: Despite new opportunities, Nvidia must assert itself against the rising AI chip rival Huawei in the important growth market China. A month and a half ago, I assessed the strong outlook for NVIDIA and the entire AI industry. I analyzed why the impressive quarterly figures of the leading AI company pave the way for price increases in high-growth tech...
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