Why DeepSeek's Chip Push Doesn't Spell Trouble for Nvidia Corp (NVDA) The latest development in the world of AI chips has sent shockwaves through the market, with some analysts questioning Nvidia's dominance.
However, a closer look at the facts reveals that this challenge may not be as insurmountable for Nvidia as it seems. Nvidia's lack of presence in China is often cited as a major concern.
As analyst Richard Windsor notes, the US restrictions on chip exports have effectively written Nvidia out of the Chinese market.