• The chip designer dropped more than 9% in the last four days of the week, its biggest such tumble since April 7, the three sessions that followed President Donald Trump’s Rose Garden tariff announcements on April 2.
• “Currently, we are not planning to ship anything to China,” Huang said on Friday while in Taiwan, per Reuters. As it relates to Blackwell chips, this is the equivalent of us saying that we have no plans to ship raw elephant ivory tusks to Canada. For starters, we don’t have any, and secondly, it wouldn’t be legal.
• On the H20 side, China simply does not want the nerfed chips; or more precisely, policymakers are not allowing their tech champions to act upon any potential desire to get their hands on those GPUs. As Huang noted, the ball is in China’s court here.

It’s not clear that analysts were ever expecting much of a pickup in Nvidia’s China business, even after export restrictions on the H20 were lifted.

Huang also further watered down his stance on the state of the AI race after the Financial Times reported that he said, “China is going to win the AI race,” earlier this week.

Kevin O’Leary is a paid spokesperson for StartEngine. See his 17(b) disclosure, here.

While massive data centers on land are the focus of the industry right now, and space-based internet is scaling up, undersea fiber is still the most crucial part of tech companies’ infrastructure for global computing today, as they handle 99% of all international network traffic.

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