Nvidia, AMD Had to Make Deal With Trump, Ives Says

The price of an 820 chip in China just go up overnight by 15%. I mean, look, the reality is the cost of doing business. Right.And I think when you look at Jensen, you look at anyone in the semi world, you need access to China and it comes down to this is ultimately the path that they're going to have to go through. You'll get investors, it's obviously a headwind short of risk or shocker. But the reality is, is that you need to get into China.What you got to do. Given where we were a few months ago, is this ...