🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026.
🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy.
🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied.
Is a BUY for me...:-)
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