Nvidia Expects No 'Doomsday' In US Vs China Tensions [Barron's]
Texas Instruments Incorporated (TXN)
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Source: Barrons
The United States last year tightened export controls on technology from Nvidia and other chip companies to keep it out of the hands of the Chinese military. And anti-China sentiment seems a rare unifying theme in a politically divided US Congress, with legislation aimed at curbing Chinese-owned TikTok. "I do have confidence that the goal of the nations is not adversarial," Jensen said when asked by AFP how friction between the countries could affect Nvidia. "The doomsday scenario is not likely to happen. We're not counting on it, certainly things we can do are related to resilience and compliance." For now, Nvidia needs to ensure chips intended for the China market comply with US restrictions, and to make its supply chain more diverse, Huang said. He pointed to Nvidia's freshly unveiled Blackwell computing systems for powering artificial intelligence, noting that they contain tens of thousands if not hundreds of thousands of parts. "Those parts come from all over the wor
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