Is Nvidia Benefiting From US Sanctions On China?
Portfolio Pulse from Anusuya Lahiri
Nvidia Corp (NVDA) may benefit from the U.S. embargo on advanced artificial intelligence technology to China, as Chinese gamers now have to pay more than double for Nvidia's graphics card. The U.S. has imposed fresh sanctions to prevent China's military from accessing gear that can help develop advanced AI applications. Meanwhile, Nvidia is expanding collaboration with Apple Inc (AAPL) partner, Hon Hai Precision Industry Co Ltd (HNHPF), to develop AI-powered data centers, electric vehicle and robotics platforms.
October 20, 2023 | 1:22 pm
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NEUTRAL IMPACT
Apple's partner, Hon Hai, is expanding its collaboration with Nvidia to develop AI-powered data centers, electric vehicle and robotics platforms.
While Apple is not directly involved, its partner, Hon Hai, is expanding its collaboration with Nvidia. This could indirectly impact Apple, depending on the success of the collaboration and the potential for new opportunities.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Prices for Nvidia's graphics card have soared on Alibaba's Taobao marketplace due to the U.S. embargo on AI technology to China.
The U.S. embargo on AI technology to China has led to a price surge for Nvidia's graphics card on Alibaba's Taobao marketplace. This could impact Alibaba's revenues, depending on the volume of sales.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Hon Hai is expanding its collaboration with Nvidia to develop AI-powered data centers, electric vehicle and robotics platforms.
Hon Hai's expansion of its collaboration with Nvidia could open up new opportunities for the company in the development of AI-powered platforms.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
Nvidia may benefit from the U.S. embargo on AI technology to China, as it has led to a price surge for its graphics card. The company is also expanding its collaboration with Apple's partner, Hon Hai.
The U.S. embargo on AI technology to China has led to a price surge for Nvidia's graphics card, which could increase the company's revenues. Additionally, Nvidia's expansion of its collaboration with Apple's partner, Hon Hai, could open up new opportunities for the company.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100