this post was submitted on 21 Apr 2025
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Yup, of course they are. As I said the other day, US firms for which their userbase is not the product face long term downside as the US state cuts them off of foreign markets or the foreign markets cuts them off as retaliation to the US state trade policies. If they keep their product development in the US they're facing reduced markets and increased dependence on the US state. And of course increased competition by foreign (e.g. China's Huawei) firms catching up to fill the demand gap. If they manage to fill the gap with price competitive product, there's no coming back for NVIDIA.