#WR:
Nvidia in the middle of the battlefield, Part 1. The current trade war
between US and China is creating serious problems to American
semiconductor companies like Nvidia, Intel and Qualcomm that produce
chips for both sides of the battlefield. #Nvidia#Intel#Qualcomm#chips
#WR: Nvidia in the middle of the battlefield, Part 2. On Nov.19, @WSJ
posted a story titled “A Silicon Valley Tech Leader Walks a High Wire
Between the U.S. and China” by Dan Strumpf and Wenxin Fan where the
authors wrote in particular about Nvidia. #Nvidia#Intel#Qualcomm#chip
#WR:
Nvidia in the middle of the battlefield, Part 3. Nvidia is
semiconductor maker based in Santa Clara, California that develops and
produces very advanced chips for clients like Microsoft (US), Uber (US),
Alibaba (China) and Baidu (China). Now, it is in huge dilemma. #Nvidia
#WR: Nvidia in the middle of the battlefield, Part 4. According to @WSJ
story, Nvidia makes advanced computer chips that are key for artificial
intelligence applications, used by Uber Technologies for self-driving
cars and for Microsoft for cloud-computing services. #Nvidia#AI
#WR: Nvidia in the middle of the battlefield, Part 5. The story posted by @WSJ
also says that Nvidia makes special processors for Chinese tech giants
like Alibaba and Baidu. And its chips are used for facial-recognition
and surveillance technologies of Chinese military. @Nvidia
#WR: Nvidia in the middle of the battlefield, Part 6. @WSJ
says “Almost 20% of Nvidia’s $9.7 billion in revenue last year came
f/China. Many of its chips are used there for assembly into other
products, and it has invested heavily to tap China’s burgeoning AI
industries.” #Nvidia
#WR:
Nvidia in the middle of the battlefield, Part 7. Nvidia is a company of
engineers and technology developers that till now didn’t make big lobby
in Washington and at this moment is in huge dilemma due to political
decisions of Washington and the Beijing's reactions. #Nvidia
#WR:
Nvidia in the middle of the battlefield, Part 8. In my view of analyst,
I think the Nvidia dilemma is not only a revenue problem. If it cuts
with the Chinese in war environment, it gives the possibility that
anybody makes reverse engineering of its chips. Big loss! #Nvidia
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