Analysts look down the back of the sofa

Nvidia’s stock has been in freefall, shedding more than $250 billion in market cap this week after it revealed a $5.5 billion charge tied to US export restrictions on its H20 AI chips to China. 

China export curbs on H20 AI chips safe

Donald [hamburger-eating surrender monkey] Trump’s White House has quietly shelved a looming crackdown on Nvidia’s H20 chip exports to China, just days after the GPU peddler’s CEO Jensen Huang dined at Mar-a-Lago — where seats went for a $1 million a head.

That is AI and not water

Nvidia has told Chinese customers is delaying the launch of a new AI chip which it designed to comply with US export rules until the first quarter of next year.