So let me get this straight. Have export restrictions on Nvidia then adding tariffs that result in counter tariffs all cause Nvidia to decide to open foundries in China instead of bringing jobs to U.S. Who could have seen this coming? Oh, right. Everyone with half a brain.
"Overextended?"
Dude, Trump just sold hundreds of thousands of Nvidias to the Middle East with a wink and a nudge, everyone in my sphere knows those AI data centers will be renting time to CCCP controlled entities.
Source: I work at a company that helps build AI data centers
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