Try to analyze the impact of allowing NVIDIA to export chips☞

1. Without a doubt, increasing chip sales will greatly boost NVIDIA's revenue. If the East has a market of $50 billion, NVIDIA conservatively account for 50%, adding $25 billion in revenue annually.

2. The text not only mentions the East but also allows exports to other countries. The combined volume of other countries is roughly the same as the East's, but other countries rarely have the manufacturing capacity of the East. Still, conservatively, it adds $25 billion in revenue.

3. I think the most important thing is not how many chips are sold, but if NVIDIA's chips are promoted globally, it will inevitably also promote CUDA. NVIDIA's core strategy is to promote its ecosystem. When the whole world uses CUDA, NVIDIA will naturally stand firm in the invincible position of AI chips.

$NVIDIA(NVDA.US)