you mentioned car crash test first. on nvda h20, haiwei is about 1-2 year behind and deepseek doesn’t need to run on nvda chips, about 18 billion lost sales if we banned nvda accesses china market.
today's price is lower than deepseek jan 27 wiped, so be fearful, it will go much lower. U.S. Chipmakers Fear They Are Ceding China’s A.I. Market to Huawei https://www.nytimes.com/2025/04/18/technology/ai-chips-china-huawei.html But that gap could dwindle if Huawei scoops up the business of its American rivals, Mr. Allen said. Nvidia was expected to make more than $16 billion in sales this year from the H20 in China before the restriction. Huawei could use that money to hire more experienced engineers and make higher-quality chips.