The tweet was deleted by the author.
But we saved everything 🙂.
Former President Donald Trump reportedly told Chinese President Xi Jinping that chip sales are a matter between China and Nvidia. This has brought Nvidia CEO Jensen Huang's focus onto clearing antitrust hurdles, managing backdoor and energy risks.
According to sources, the B30A chip launch is projected for mid-2026 with a performance lagging 50% behind Rubin. As Beijing delays, developers are migrating to Huawei for solutions. Details are being clarified.
These developments underscore renewed attention on Nvidia’s strategic responses to global regulatory and market pressures, reminiscent of the approaches described when the company addressed circular financing concerns through specific investment limits. Additionally, ongoing uncertainty around product launches and market adoption continues to shape outlooks, much as explored in recent analyses of Nvidia’s clarified $500B datacenter revenue and the potential for a significant $93B upside.