China weighs letting ByteDance and Alibaba buy Nvidia RTX Pro 5500 chips

“sales of the export-compliant 84GB RTX Pro 5500 would be upside”

“China can let the air out of stock prices any day of the week.”

“underappreciated danger that I haven't really considered until now is if one of the frontier labs (or both of them) buys nvidia and/or amd to kill off consumer gpu/tpus”

“The thing that we keep getting told never happens keeps happening.”

“NVIDIA “loans” $ to AI companies to buy their hardware & books it as sales, driving up share prices. AI companies call that loan $ “capital investment” & use that “growth” to drive up their marketing hype & share price.”

“The oligarchs' scam for manipulating control has sold enough Nvidia chips to boost their stock with a record buyback in case you had any doubt about the concentrated capital shell game shuffling on top.”

“The AI's get out of control. Nvidia announces a software platform to bring things back under control. Tiger by the tail or head in the tiger's mouth?”

“He wants data centers everywhere to "beat China" but agrees to let NVIDIA provide chips to China. Someone is double-dealing and the losers are the American people.”

“I don't recall him raising any concerns about losing the race to China when Trump approved the sale of Nvidia AI chips to Beijing.”

“The end goal now, seems to be subscription compute”

“Everyone buys Nvidia chips to run their AI. Nvidia scores big. The AI’s get out of control. Nvidia announces a software platform to bring things back under control. Tiger by the tail or head in the tiger’s mouth? #AI #Nvidia”

“Another sandboxing tool is not going to fix a deep lack of disclosure in agentic AI development.”

“The snake is eating its own tail and calling it growth.”

“I think Nvidia is perfectly positioned to pivot back to consumer hardware as soon as the data center boom collapses, and Jensen is smart enough to want to buy the pie in advance”

“more than half the high-end super-high-tech and instantly-depreciating Nvidia ai-only chips are sitting in warehouses and not being deployed and maybe never will be”

“If the ai bubble DOESN'T pop, then NVIDIA will use their parts in ai servers. If the ai bubble DOES pop, then the value of NVIDIA products will plummet, which makes them more affordable to those”

“Tactical move around U.S.”

“NVDA consolidates as China demand meets policy risk. Reports say Beijing may allow Alibaba/ByteDance to buy RTX PRO 5500s; unconfirmed amid export curbs.”

“Compute is now allocated by capitals, not just budgets.”

“AIや技術の発展に関わる大切なニュースとして、今後どのように変化していくのか、注目が集まりそうです。”

“It is a good thing Trump didn't mention the radio-controlled remote kill switch in all Nvidia chips.”

“They will surpass. Very motivated brilliant people. Alibaba and Huwei joinrd forces eliminating navidia chips”