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Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

Amanda Liang, Taipei

May 25, 2026, 11:01 0

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as...

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