00:00NVIDIA just got hit with a new US rule that could shake the entire AI chip market and is trading at
00:06$183 right now. The US government now wants 15% of revenue from AI chip sales in China and NVIDIA
00:13agreed to pay it. China is one of NVIDIA's biggest buyers for AI hardware so this move could hit
00:19margins and shift the balance in the global AI race. Alongside AMD NVIDIA will now hand over a
00:25chunk of sales to the US government. That's money that could have gone into R&D, price competitiveness
00:30or expansion. Investors are watching closely because AI demand is still booming and if NVIDIA
00:37pivots away from China at all we could see new winners and new losers in the AI chip space. With
00:42NVIDIA currently at $183 today the question is will this just be a speed bump or a turning point for the
00:49AI leader.
