Nvidia is currently navigating turbulent waters as China initiates an antitrust investigation into its acquisition of Mellanox Technologies. This probe comes in the wake of heightened U.S. export restrictions, which put Nvidia's approximately 10% revenue derived from the Chinese market at risk.
Despite these challenges, Nvidia's CEO has expressed support for U.S. trade policy while seeking avenues to retain access to the Chinese market. Meanwhile, the company is contemplating the production of its next-generation AI chips in the U.S. through a potential partnership with Taiwan Semiconductor Manufacturing Company.
This strategic move could enhance Nvidia’s competitive edge, although it faces pressure from rivals like Marvell, which is striving to carve out its niche in the AI sector. As Nvidia grapples with these multi-faceted challenges, its stock has already begun to reflect investor uncertainty.
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