Nvidia's $0 In China Could Be A Blessing In Disguise
Nvidia Corp's (NASDAQ:NVDA) exit from China has been framed as a policy-driven blow, but AI-focused investors may view it as a chance for the company to double down on high-margin opportunities elsewhere. Last week, CEO Jensen Huang noted the company went from 95% market share in China to zero — a huge market loss on paper. Nvidia’s financial forecasts no longer assume any revenue from China, he added.Track NVDA stock here.Yet the real story lies in where Nvidia is channeling its resources now: into AI data ...