Nvidia Owes It To Shareholders To Sell To Its Most Capable Customers

CHONGQING, CHINA - NOVEMBER 24: In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China. (Photo by Li Hongbo/VCG via Getty Images)VCG via Getty ImagesRubber was oil before oil. As Edmund Morris wrote in his biography of Thomas Edison, rubber was “a raw material essential enough to provoke armed conflict.” How things change.Consider a recent Wall Street Journal editorial about Nvidia’s H200 chips, and that asked why President Trump would “gi ...