A Nvidia Market, Shades of Cisco and Nortel Circa 1999

Peter Navarro’s Taking Back Trump’s America

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One of the geopolitical risks that Nvidia itself faces TODAY is from Communist China. For starters, China accounts for about 25% of Nvidia’s revenue for its data center business, which is the largest operation at the company. Anything from increased sanctions on China to a catastrophic war with Taiwan would obviously hit Nvidia hard.

Perhaps the biggest threat, however, is the US government – and rightly so. Right now, the Biden administration is trying to curb Communist China’s access to technology, and specifically AI which China intends to fully use for military uses. In thumbing its nose at those sanctions by running and runs around those sanctions, Nvidia risks a crackdown that, truth be told is long overdue.

As to why the Biden regime continues to allow the Chinese military and state researched institutes of artificial intelligence to continue to buy the coveted A100 and H 100 Nvidia chips is a mystery.