$NVIDIA(NVDA)$ Kratos Defense integrates NVIDIA's AI and GPU technology into its advanced unmanned combat aerial vehicles (UCAVs), such as the XQ-58 Valkyrie. These chips power the "brain" of the aircraft, enabling it to operate as a "loyal wingman" that can fly autonomously alongside manned fighter jets.
A lot of the fear around $NVIDIA(NVDA)$ and China feels exaggerated. The H200 already follows US rules, so treating it like a major security threat does not make sense. I tend to think the real problem is uncertainty. Reviews slow things down, delay sales and make buyers hesitant. We saw the same thing with 5G, where our tech companies lost ground while China built its own alternatives. Cutting off $NVIDIA(NVDA)$ 's market risks repeating that mistake.