China Just Background Noise? Bullish Blackwell Case in NVDA Earnings

Beth Kindig says "any dips on China should be bought" after Nvidia (NVDA) reports earnings. She considers sales to the country insignificant compared to the upside potential Nvidia's Blackwell will offer for the A.I. giant's runway as "demand outstrips supply." Brian Szytel will still keep an eye on the company's H20 chip sales in China, noting that it will offer another revenue stream the U.S. government was originally set on taking away.

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