Newman Backs Selling Older Nvidia GPUs to China; 100–200% Rally for Next Split
Daniel Newman endorsed selling older-generation Nvidia GPUs to China to protect America’s AI edge, arguing it would curb China’s incentive to develop advanced domestic chips. Nvidia has executed six stock splits since 2000 totaling 480-for-1 and needs a 100–200% share rally for its next split.
1. Pro-National Security GPU Sales Strategy
Daniel Newman proposed that Nvidia sell older-generation AI GPUs to China as a measure to protect America’s AI lead. He argued that exporting only less advanced models would reduce China’s incentive to develop cutting-edge domestic chips while lawmakers scrutinize H200 export approvals.
2. Stock Split History and Next Trigger
Nvidia has implemented six stock splits since 2000, amounting to a cumulative 480-for-1 increase in share count. With the stock trading near $200 and a $4.8 trillion market cap, another split would likely require a 100–200% price rally supported by projected $7 trillion in AI data center spending.