Nvidia's CFO on a Possible Rule Change in AI Chip Exports to China

The Wall Street Journal reported that the US Department of Commerce wants to impose new restrictions on AI chips exported to China. There is a webinar going on right now with the CFO of Nvidia, Collette Crass. She said she does not anticipate any immediate impact. And then lastly, one important point, because there's been some discrepancies in terms of the revenue that's exposed to China, she said roughly 20 to 25% is exposed to China when you consider all compute product and system networking products.