Most US companies that have anything to do with government, finance, medical, etc. already have contractual or regulatory obligations which prevent them from using Chinese hardware or services, even before the AI boom. That's a huge market.
Nvidia will do just fine. (Disclaimer: not a shareholder. At least, not directly.)
> Most US companies that have anything to do with government, finance, medical, etc... That's a huge market.
Compared to the rest of the world?
I don't have any pie charts in front of me, but yes, I would estimate it's a decently big slice of the world market.
bigger than RotW