NVIDIA Stock Analysis: China Probe, AI Chips and Market Impact
What is happening with NVIDIA’s China investigation?
Chinese regulators have launched an antitrust investigation into NVIDIA, focusing on the company’s 2019 acquisition of Mellanox Technologies. This probe appears to be a direct response to US restrictions on semiconductor exports to China.
The investigation has contributed to a 2.6% decline in NVIDIA’s share price, highlighting the growing tensions between the US and China in the technology sector.
Market analysts suggest this move could potentially impact NVIDIA’s substantial revenue stream from China, where the company has historically maintained a strong presence in the data centre and gaming markets.
The timing of the investigation is particularly noteworthy,…
