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Posted by
Two Blokes Apr 30 -
Filed in
Stock
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Nvidia's $5.5 billion charge due to U.S. export guidelines has caused an overreaction; U.S. demand for GPUs remains strong, supporting long-term growth. Nvidia's sales and operating profits have surged, driven by robust data center demand and AI advancements, with operating margins above 60%. China represents a decreasing portion of Nvidia's sales; the U.S. market is more critical, ensuring continued profit upscaling despite export restrictions.
