China is 20%-30% of global chip demand, argues analyst questioning Nvidia's China deal
zephyr_z9 · x · 2026-11-12
Bloomberg Opinion's Tracy Alloway makes a simple point: if global chip demand is as strong as the market believes, Nvidia has no reason to entertain a deal that even looks like a backdoor into China. zephyrz9 adds the context that China accounts for roughly 20%-30% of global chip demand.
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