Part 3/11:
For Nvidia, these restrictions could potentially cost the company between $15 billion to $20 billion annually in revenue from China. However, analysts suggest that the actual impact might be less severe than feared, as Chinese tech companies and large firms are determined to access Nvidia’s chips "one way or another," whether through gray market channels, intermediaries, or regulatory circumvention.
Nvidia's continued dominance indicates a broader reality: despite political pressures, the company's technological advantage remains formidable. As Ives notes, "Nvidia’s chips are fueling the AI revolution," and Chinese tech giants prefer Nvidia's solutions over domestic Huawei alternatives, underscoring Nvidia’s unparalleled position in the AI chip race.