$ETH ⚠️According to the latest news, the drastic drop in Nvidia's stock price is due to the U.S. Congress playing "blame game" again. The U.S. Congress plans to require Nvidia to install a "GPS" in AI chips to monitor the real-time location of these chips. If it is discovered that these chips have been smuggled to some "big eastern country", they will be remotely blocked. It should be noted that Nvidia's AI chips are among the most popular today; these chips, whether sold to large corporations or small and medium enterprises, can generate significant profits. If they are now blocked by the United States, wouldn't those profits be in vain? Therefore, Nvidia was forced to drop drastically first, and then shareholders will bear the losses. This news clearly cannot reassure investors. It should be noted that Jensen Huang has publicly stated that the "eastern market" is very important for Nvidia. However, the special H20 version of Nvidia is handled covertly, without mentioning any "big eastern country". This inevitably leads to speculation about whether Jensen Huang is lying to maintain the stock price. Jensen Huang does not need to do that. It should be noted that this time the U.S. Congress has turned Silicon Valley into a "digital police"; every graphics card has become a monitoring tool of the Department of Commerce. It's as if every refrigerator in your house is equipped with a monitoring device, would you dare to buy it? Gamers fear that their graphics cards could be blocked at any moment, turning the last two years of gaming into espionage. Buying companies are even more concerned, as their computing power centers could become scrap due to a remote supply cut. What is even more incomprehensible is that this time the United States has forced Nvidia to install a "GPS" in these chips.
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