"As Bloomberg spotted, China Central Television, a public TV broadcaster, is reporting that China's market regulator has opened a probe into Nvidia's acquisition of Mellanox, highlighting potential tensions in U.S.-China tech relations."
"Nvidia (and Mellanox) promised that they would share information about new products with Nvidia's rivals within 90 days of release, illustrating the commitments made to gain approval from Chinese authorities."
"Nvidia is currently in an uncomfortable position, as Washington has implemented restrictions on semiconductor manufacturers, dissolving sales of advanced AI chips to Chinese companies, thus intensifying the already strained relations."
"Financial analysts estimate that the top 7 big tech companies will report profit growth of 18% in 2025. But if you remove Nvidia from that group, profits will only grow by 3%."
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