China is becoming the biggest swing factor for Nvidia’s future. Just like Apple before it, Nvidia is facing a shrinking share of the Chinese market as competition from Huawei intensifies and U.S.–China tensions escalate. Gil Luria, Head of Technology Research at D.A. Davidson, breaks down why CapEx spending on AI is still surging, whether this boom is sustainable, and if the current frenzy has shades of a bubble, or the foundation for something bigger.

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