What a China Chip Ban Could Mean for Nvidia, and Digging In on the Bank Stress Tests 6/28/23
CNBC's "Fast Money"
00:00
Nvidia's Supply Constraint on Chips in China
Nvidia is now in a situation where it has limited supply, particularly going into Q3, Q4. This China situation might actually allow them to catch up with some of their backlog from their other customers here. And if it's China on the back foot in terms of competing in the AI race overall as well.
Play episode from 15:19
Transcript
