Cherney: NVIDIA Has Run Out of Countries and Hyperscalers to Fuel Growth
Max Cherney · Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode · Jul 10, 2026 · at 16:46
Max Cherney (Reuters) discusses Jensen Huang's lobbying against US export controls, arguing NVIDIA is desperate for China's market because Western demand is saturated.
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“Nvidia has run out of places to grow. They can't sell to any more countries. They can't sell to any more hyperscalers.”
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