NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

This shift could introduce even greater uncertainty for Nvidia, Bernstein analyst Stacy Rasgon warned. “Signing multiple bilateral agreements would likely take enormous amounts of time,” Rasgon noted, adding that the new approach could be “potentially worse than the current diffusion framework.” Nvidia CEO Jensen Huang estimates China to be a $50 billion AI chip market, and while the company still finds ways to sell legally compliant chips to the country, the U.S. is simultaneously tightening restrictions on countries that might re-export advanced tech to Beijing. Citi analysts cautioned against assuming similar deals elsewhere, noting, “We remain prudent on the duplication of such success with other countries, thus the risk of tighter access to US AI chips for other key countries remains.”

Warum rüstet sich Deutschland nicht mit chips aus

:-)

Wird morgen äußerst interessant

https://www.cnbc.com/2025/05/14/ai-chip-export-rules-nvidia.html

Was ist eigentlich mit d wave los

As Nvidia CEO Jensen Huang was in Saudi Arabia announcing the Blackwell deal, the Trump administration released a new round of AI chip restrictions targeting China. The Commerce Department issued a warning against the use of U.S. AI chips for Chinese models and singled out “diversion tactics” and securing supply chains to target smuggling. The release also singled out Chinese tech giant Huawei, labeling the use of the company’s Ascend chips “anywhere in the world” a violation of the export controls. The new export restrictions came days after the U.S. and China agreed to pause most tariffs on each other, and add another layer of controls for Nvidia to navigate with the White House also eliminating the “AI Diffusion Rule.” Nvidia declined to comment on the new export controls Wednesday.

Mit dem Kurs steigt auch automatisch das Niveau! Die Dauernörgler haben Sendepause 😄

Wenn trump nochmal tweetet stehen wir auf einem Zug am ath. Auf den Mann kann man sich eben verlassen

Die saudis haben genug solar und Chips um damit Bitcoin zu craften

Lasst doch den Woife - der posaunte heute auch laufend keine Power über 120€ - jetzt locker drüber - und die 4-500 kommen so sicher wie das Amen in der Kirche. Die Frage ist nicht ob, sondern wann...

5% täglich reicht mir 😎

Keine Power über 121,60 €

Ja ich denke auch noch höher!

XD

Booom 140