Constellation's Ray Wang on Why NVIDIA's Growth is Slowing

THE COMPANY EXCLUDED AS MUCH AS $5 BILLION OF POSSIBLE CHINA DATACENTER SALES IN THE PRODUCTION. NVIDIA'S PRODUCTS AT THE CENTER OF A TECH RIVALRY BETWEEN WASHINGTON AND BEIJING. THE TRUMP ADMINISTRATION EARLIER ASKED FOR A 15% COMMISSION IN EXCHANGE FOR ALLOWING NVIDIA AND AMD TO OFFER AI CHIPS IN CHINA.THE CFO TOLD US THE UNCONVENTIONAL PLAN HAS NOT PROGRESSED BEYOND THE EARLY STAGES AND IF THE PLAN IS NOT CODIFIED NVIDIA SHOULD BE ABLE TO PROCEED WITHOUT PAYING THE COMMISSION. LET'S TALK MORE WITH RAY WA ...