ZOE011
2023-12-06

$NVIDIA Corp(NVDA)$ Nvidia will continue to develop products to meet the restrictions on exports to China, Russia, Iran and a couple of other countries. The chip is already redesigned but the protection from changing it is not. It will be ready though in the first quarter of 2024. More will be said at the quarterly conference call. With the sole argument by some that Nvidia wouldn't be able to maintain their growth hopefully that will put this argument to bed as some were stating that they didn't believe without the 25% of which they thought China and these other countries would represent in terms of revenue. And by the way the chips won't be cheaper in terms of lesser design.

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