Whats All The All Time High Hoopla About NVIDA?
Below in the last year, you can see my Gold and Silver stocks showing NVDA as the weakest one. And there is NEVER any hoopla about our mining stocks making all time highs.
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HUGE DEVELOPMENT: The United States has just CLEARED NVIDIA to sell advanced chips to 10 Chinese firms
This could be a $50 BILLION DOLLAR market.
President Trump picked up CEO Jensen Huang in Alaska on the way to China — and a deal has been seemingly been struck
https://x.com/EricLDaugh/status/2054875560078151793
45 seconds
WATCH G. Solaway’s rant on the impact (front running) of that Huang development.
Very SWAMPISH.
https://www.youtube.com/watch?v=ivxCDyaESwA
U.S. clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough – CNBC
Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country’s AI market alone would be worth $50 billion this year.
The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba
, Tencent
, ByteDance and JD.com
to purchase Nvidia
’s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.
https://www.cnbc.com/2026/05/14/us-clears-h200-chip-sales-to-10-china-firms-as-nvidia-ceo-looks-for-breakthrough.html
It won’t create jobs in the USA.China should buy plastic toys, or tools or machinery cars etc etc. What good is it to sell them anything thats too good.
NVIDIA designs its chips but does not own semiconductor fabrication plants (“fabs”). Its GPUs and AI chips are manufactured mainly by external foundries, especially:
Taiwan Semiconductor Manufacturing Company — NVIDIA’s primary manufacturing partner for advanced AI and gaming chips, including many recent GPU generations. TSMC manufactures these chips mostly in Taiwan, with some production expanding to United States and Japan.
Samsung Electronics in South Korea.
Packaging and assembly are also handled by specialized companies, many located in Taiwan and elsewhere in Asia. Advanced AI chips often use CoWoS packaging technology supplied by TSMC.
Key manufacturing locations tied to NVIDIA chips today include:
Taiwan (largest share of advanced production)
South Korea
United States (growing but still limited)
Japan
NVIDIA itself focuses on chip architecture, software (like CUDA), and system design rather than operating fabs.