Author argues China ban was not an issue for NVDA because demand exceeded supply with a waitlist.
NVDA — LONG The author argues the China ban was not a real issue for Nvidia because demand exceeded supply; companies sued Nvidia for being unable to buy chips and there was a waiting list. Even with the ban, there were enough customers to fill orders, while China aims to copy Nvidia's technology after buying for a couple of years.
There weren’t enough chips to go around and Nvda said we supply our food customers first.