Nvidia(US:NVDA) Youtube·2025-10-31 17:00Core Insights - The Blackwell chip is being considered for sale in China, with significant interest from the company involved [1] - National security concerns have been raised regarding the sale, but the company believes that China's own AI capabilities mitigate these concerns [2] - The potential market for the Blackwell chip in China is estimated to be between $35 billion to $50 billion annually, with projections exceeding $100 billion by the end of the decade [3][4] Company Perspective - The company is optimistic about the potential sales in China, indicating a substantial market opportunity if export restrictions are lifted [3] - The approval for selling the Blackwell chip to China is contingent upon decisions made by President Trump, highlighting the political implications of the sale [4] Industry Context - The discussions around the Blackwell chip are occurring in the backdrop of broader geopolitical tensions, particularly involving the U.S. and China [2][4] - The company's position reflects a strategic response to China's advancements in AI technology and its own market restrictions on U.S. chips [2]