Nvidia's woes could mean more (and cheaper) chips for US hyperscalers and Anthropic
SumitGup · x · 2026-11-10
WSJ columnist Aaron Back argues a fallout from the Nvidia saga will be tighter controls on where advanced AI chips are sold, as Washington scrutinizes loopholes funneling chips to China via Southeast Asian intermediaries. That should mean more Nvidia chips for US customers, possibly at better prices: hyperscalers (Amazon, Microsoft, Meta, Alphabet, all up 2-5% Monday) , neoclouds (CoreWeave +5%, Nebius +6%), and unlisted model developers like OpenAI and Anthropic. For Anthropic, better chip availability may also vindicate Dario Amodei's skeptical stance on China.
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