NVIDIA/Intel (i): Jensen Huang in the AI Storm between the USA and China!
Jensen Huang navigates NVIDIA through a minefield of geopolitical tensions, where every step could be the wrong one!
Despite technological dominance, the China-USA dilemma becomes the biggest risk for NVIDIA's stock price!
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NVIDIA is currently in an extremely difficult position. Jensen Huang is desperately trying to satisfy both Washington and Beijing – a balancing act that is becoming increasingly impossible. The $5 billion investment in Intel (i) may impress Trump , but China is already striking back: companies are being urged not to buy H20 chips , and Huawei is presenting competing technology. Particularly problematic is Trump's demand for 15% of China revenues and the proposed chip trackers in Congress. This political interference makes long-term business...
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