The biggest roadblock for nvidia could be politics
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He noted the nuance of CEO Jensen Huang's political commentary on the call. While Huang was sour on the loss of the China market, he "also appeared to make a concerted effort to
credit the current administration for recent sovereign deals, talk to [Nvidia's] plans to further U.S. investment (a key touch point for President Trump), while also suggesting
management has faith in the U.S. government's likely future actions with regards to trade and AI," according to Bryson.