NVIDIA's boss just dropped a pretty bold take on their China strategy. Jensen Huang basically said their AI chip business is already crushing it globally—demand is through the roof everywhere. Here's the kicker: he's positioning China as a bonus market, not something they're dependent on for growth.

The message? NVIDIA's core business momentum doesn't hinge on Beijing's cooperation. If that market opens up more, great—it's extra revenue. But they're not sitting around waiting for it. With AI infrastructure exploding across North America, Europe, and other regions, the company's already riding a massive wave.

For anyone tracking GPU supply chains or computational power trends (especially relevant for mining operations and decentralized networks), this signals where the hardware giants see their runway. The global AI arms race isn't slowing down, and the biggest players are making sure they're not overexposed to any single geography.