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Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

· Dwarkesh Patel · April 15, 2026, 3:54 p.m.
NVIDIA chips china Supply Chain Management
Summary
This blog post discusses Jensen Huang's insights on Nvidia's market strategy, including the potential benefits of selling chips to China and how Nvidia's supply chain positions the company competitively for future growth.
Read full post on www.dwarkesh.com →
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