Say Hello to My Little... Chip Problem: Nvidia's China Headache!

The World is Mine... Or Is It?

Alright listen up you punks! Tony Montana's here to talk about some green stuff. Not the kind I used to shovel back in Miami but them Nvidia chips. Turns out these digital dope pushers are makin' bank buildin' the AI shit... but they got a problem a big one: China! It seems somebody and by somebody I mean that cabron Trump is messin' with their game and if they are messin with their game they are messin with mine and that is bad for their health!

First You Get the Money Then You Get the Power Then... The Export License?

So Trump sends these guys a letter sayin' they need a special pass to sell their H20 chip to China. H20! Sounds like somethin' I'd order at a fancy club. This chip is supposed to be made for China so it follows the rules. But Uncle Sam is worried China is gonna use this stuff to build supercomputers for their army. Seriously? Like they need more ways to spy on people? I need those chips for my investments! You know for… uh… research! Yeah that's it research!

Write Off? More Like a Rip Off!

Nvidia is screamin' they gotta write off like five and a half BILLION dollars' worth of inventory! Five and a half billion! That's more than I ever made pushin' blow and that's sayin' somethin'. Some analyst is callin' it the biggest write off in chip history. That's like gettin' shot by your best friend! It hurts man! They are missing out on fifteen billion in revenue for that matter in a year!

Say Hello to My Little… Slowdown

These suits are sayin' Nvidia's still growin' maybe 66% more cash this quarter. But that is a tiny percent compared to what they used to earn. They're worried things will get worse because they don't know what is gonna happen with the China chip situation. This slowdown is enough to make a guy nervous. I need those chips to keep flowin' so I can keep reinvesting those profits into more and more of my investments and projects!

Huang's Lament: From 95% to 50% A Real Bloodbath

This Huang guy from Nvidia is complainin' that they used to own China like 95% of the GPU market. Now? Only half! That's like goin' from king of the mountain to cleanin' toilets! He is warnin' that stoppin' them from sellin' chips is gonna make China build their own and then we are screwed! That is what they call innovation or something.

The Future Is Uncertain Like a Cuban Boat Trip

So what happens next? Nobody knows. These Morgan Stanley guys think Nvidia is in deep shit. They were hopin' Trump would let them sell these chips but now they are not so sure. Nvidia is beggin' for permission but who knows if they will get it? This whole thing is messier than a kilo deal gone wrong. All I know is I need those chips and I need them now! You hear me Trump? Don't mess with my future!