This news sets expectations for NVDA: Don't blame me if there's no growth, it's the policy that prevents sales.

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Nvidia H200 Shipments to China Delayed Over Approval, Terms Disagreements
US Commerce Secretary Howard Lutnick stated on April 22 that Nvidia has not sold its H200 AI chips to Chinese customers, citing lack of Beijing approval and China's prioritization of investment in domestic suppliers, according to Reuters.

The Trump administration cleared some China-bound H200
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