Sherry Queen

We saw NVIDIA has already signed deals in Middle East. It looks like a first step toward more deals coming. But if they can duplicate the success we have seen in the Middle East, that remains the question. So we don't know who will really benefit from this revamp now, but it seems like U.S. chipmakers, NVIDIA, Intel, AMD, they could get some breathing room while they're redrafting the rules.

We saw NVIDIA has already signed deals in Middle East. It looks like a first step toward more deals coming. But if they can duplicate the success we have seen in the Middle East, that remains the question. So we don't know who will really benefit from this revamp now, but it seems like U.S. chipmakers, NVIDIA, Intel, AMD, they could get some breathing room while they're redrafting the rules.