$NVIDIA(NVDA.US)

Nvidia gonna drop a nerfed version of their H20 AI chip for China by July! Apparently, it’s specially made to sneak past those US export rules！

So, what does this mean ?

Don‘t hold your breath for a US-China peace treaty today. If they were serious about making a deal, Nvidia wouldn’t need to make a weaker chip, right?

Also the fact that Nvidia has to chop off the good parts of their chips shows the US ain‘t gonna relax those tech rules anytime soon!

Nvidia gotta do what they gotta do to stay in China. This weakened chip is like a temporary fix to keep their market share.

Bottom line, ah? All that talk about a ” deal“ happening soon? Looks like just hot air, man. Nvidia already made their choice – adapt and endure, not wait for some fairytale ending.