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> And if China commoditized advanced chips the way it commoditized solar panels, batteries, and mature-node semiconductors, what would justify Nvidia…
> And if China commoditized advanced chips the way it commoditized solar panels, batteries, and mature-node semiconductors, what would justify Nvidia’s extraordinary margins?political fiat.Ken Cao-The China Crash Chronicle: Is Jensen Huang the biggest beneficiary of America’s advanced-chip restrictions on China? Absolu