What a strange fantasy. Nvidia has no such exposure. Their products are produced using leading edge fabs which are not located in China. That board parters loca

What a strange fantasy. Nvidia has no such exposure. Their products are produced using leading edge fabs which are not located in China. That board parters located in China integrate Nvidia chips into cards which are then sold to the Chinese market doesn't mean that those board partners have the IP to build the chips. They just have spec sheets for technical integration. It's no different than China's COMAC who's domestically build airliner largely importing various Western components and integrating them. Just because they integrate the GE / Safran LEAP engine in their airliner, doesn't give them the IP or the capability to manufacturer that said engine.