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‘China already has AI, but will it run on American platforms?’…

  • Nvidia reported a strong quarter with 69% growth, but warned of threats to its business due to US-China technology disputes.
  • China's ban on open-source AI models like DeepSeek and Qwen could harm Nvidia's business.
  • Nvidia CEO expressed mixed views on US export rules, praising Trump for repealing one but criticizing new restrictions imposed later.
  • Despite limitations, Nvidia expects second-quarter sales of around $45 billion, showing a 50% increase from the previous year.

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