It mildly concerns me, tbh. Left hand, right hand, task ownership etc.
I do appreciate Nik said the process was a bit “lumpy”, but it doesn’t fill us with confidence they will perform the transfer this FY 🫣
We remain hopeful!
Nvidia now hold approved Purchase Orders from China customers and intend to restart H200 production. Quote from Jensen Huang. Interesting as the company holds 400K chips in stock so one can only assume the orders are for more than this. Analysts expect teh Chinese market to be worth at least $25B so another nice earner which is not accounted for, presently.
The value of your investments can go down as well as up, and you may get back less than you invested.
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