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Should Nvidia’s China Chip Demand And Nemotron 3 Moves Require Action From NVIDIA (NVDA) Investors?
In recent days, Nvidia has rolled out its Nemotron 3 open-source AI models, moved to acquire SchedMD, and seen strong post-approval demand from Chinese customers for its H200 chips, potentially prompting a production ramp.
Together, these moves deepen Nvidia’s AI software and infrastructure ecosystem while reopening a sizeable China market channel that had been constrained by export rules.
We’ll now examine how Nemotron 3’s open models and ecosystem tools could influence Nvidia’s long-term...