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If china buy nvidia chip from natgate, natgate sure will punished by us gov. Actually china company is buying natgate's ai server which is using nvidia chip. For now, no more ald. Because china there is accusing NVIDIA is violating anti-monopoly law in china...
from latest annual report, i don't see any revenue generated from china. and, what you mean by backdoor, it is through supermicro, not natgate. so, i think your opinion is false.