NVIDIA also depends on not getting the Micron treatment from China. Or even not having China take a particularly hard line on their Micron policy and disallowi

NVIDIA also depends on not getting the Micron treatment from China. Or even not having China take a particularly hard line on their Micron policy and disallowing NVIDIA to import Micron chips to use in their manufacturing produce for export from China. But, NVIDIA's heavily exposed to the LLM craze. Do with that what you will.