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Chips Pain: Nvidia, AMD Slide on U.S. Export Restrictions to China 4/16/25

Squawk on the Street

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NVIDIA's Market Turmoil and Geopolitical Tensions

This chapter examines NVIDIA's sharp pre-market decline due to substantial charges tied to U.S. export restrictions on its GPUs to China. It also explores the historical context of technology's military use, the implications for U.S. national security, and the broader effects of trade tensions on the semiconductor industry. Additionally, the discussion highlights challenges faced by other companies like AMD and the influence of geopolitical dynamics on market behavior.

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