I made an additional investment in Nvidia (NVDA) based on its accelerating AI growth strategy in China. Reuters reported that Nvidia plans to start shipping H200 AI chips to Chinese clients before the Lunar New Year, fulfilling initial orders from existing stock—equivalent to 40,000–80,000 chips. This signals strong demand in a key market. Moreover, Nvidia is preparing to expand production capacity, with new orders opening in Q2 2026. These developments highlight Nvidia’s leadership in AI hardware, global market expansion, and long-term growth potential, making it a compelling addition to my portfolio.
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- LeoIII.·12-24 23:52Smart call! Nvidia's AI dominance is booming. [财迷]LikeReport