Thoughts on Nvidia? With the collapse of #Crypto mining, US export restrictions & other forces, are its best days behind it or still ahead? Nvidia offers new GPU chip tailored for Chinese market as it vows to comply with US export regulations. This comes after Washington banned Nvidia from selling the A100 and its more powerful H100 data center GPU to China-based customers without a license. It is as part of a larger US effort to ramp up controls on China’s access to advanced chips. https://www.reuters.com/t.. #The Most Important Thing "China is a significant market for Nvidia and it makes ample business sense to reconfigure your product to avoid trade restrictions,”