Matthew Bloxham

My personal take on the China story is it's a bit of a red herring for NVIDIA now.

I think realistically, given the geopolitical situation between the US and China, I think that the vast majority of China's domestic investment in AI is going to be pushed towards domestic investment.

providers, the likes of Huawei.

Now, obviously, those companies are still behind on the NVIDIA technology capability, but they're catching up pretty quickly.

They're talking about $52 to $56 billion of capital spending in this coming year.

That's about $6 to $10 billion, or 15 to 20 percent higher than the market was expecting, and a big step up year on year, over $10 billion up year on year.

They're talking about $52 to $56 billion of capital spending in this coming year.

That's about $6 to $10 billion, or 15% to 20% higher than the market was expecting, and a big step up year on year, over $10 billion up year on year.

They're talking about $52 to $56 billion of capital spending in this coming year.

That's about $6 to $10 billion, or 15 to 20 percent higher than the market was expecting, and a big step up year on year, over $10 billion up year on year.