Nvidia AI Chip Repairs Soar In China
Warning! GuruFocus has detected 4 Warning Signs with NVDA.
One repair shop spun off a new unit late last year and now handles up to 500 GPUs a month, underscoring really significant repair demand, says a co?owner who's been tuning Nvidia gaming cards for 15 years.
Meanwhile the Financial Times notes that nearly $1 billion of Nvidia AI chips still flowed into China in the three months after tighter U.S. export curbs, highlighting gaps in enforcement and the lengths firms will go to fuel AI projects.
Analysts say these repair services not only keep existing hardware alive but also chip away at the impact of export restrictions meant to slow China's AI push.
This article first appeared on GuruFocus.
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