Nvidia's $4.5 billion inventory problem nobody saw coming

H20 chips were supposed to be the China solution. Then the government called...

Hello,

Nvidia just reported their strongest quarter ever with 73% data center growth.

But they're sitting on $4.5 billion worth of chips they can't sell to their biggest market. Access full story here.

-Christopher

P.S. Microsoft is deploying hundreds of thousands of Blackwell chips while Nvidia can't ship to China. You really need to read this before it's too late.