I THINK EVERYBODY'S TRYING TO WORK THROUGH TO MAKE SURE THAT THERE IS NOTHING UNTOWARD GOING ON. CAROLINE: BLOOMBERG DIDN'T FIND EVIDENCE OF ANY MEGASPEED NVIDIA CHIPS BEING DIVERTED TO CHINA. THERE ARE ALL THESE INCONSISTENCIES IN MEGASPEED SOUTHEAST ASIA DEMAND AND CHIP AND ENTRY WHEREVER THEY END UP. WHAT'S INTERESTING IS THIS IS THE MOMENT WHERE MAYBE ACTUALLY NVIDIA WILL GET MORE ACCESS TO CHINA. H-200'S HAVE IN THEORY, ACCORDING TO TRUTH SOCIAL POST, ARE GOING BACK IN CHINA. THE QUESTION IS WHETHER CH ...

Nvidia CEO Jensen Huang said he met with President Donald Trump on Wednesday and that the two men discussed chip export restrictions, as lawmakers consider a proposal to limit exports of advanced artificial intelligence chips to nations like China. "I've said it repeatedly that we support export controls, and that we should ensure that American companies have the best and the most and first," Huang told reporters on Capitol Hill. Lawmakers were considering including the Guaranteeing Access and Innovation fo ...

Core Viewpoint - Nvidia does not expect the U.S. to reverse its chip export restrictions to China in the near future, leading the company to exclude the Chinese market from its revenue and profit forecasts [1][2]. Group 1: Export Restrictions Impact - The Trump administration implemented licensing requirements for Nvidia's H20 chips, the most advanced AI chip available for sale to China, in April [2]. - Nvidia anticipates an $8 billion revenue impact in the second quarter due to these export restrictions [2]. Group 2: Company Outlook - CEO Jensen Huang stated that any reversal of the export controls by the Trump administration would be considered a "bonus" for the company [1].

Group 1 - The stock market has shown a recovery in April despite concerns regarding tariffs, chip export restrictions, and recession fears [1] - Automaker Ford has benefited from the stock market rebound [1]