{"id":15575,"date":"2026-05-20T10:08:58","date_gmt":"2026-05-20T03:08:58","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/20\/nvidia-earnings-call-va-suc-ep-tu-cau-chuyen-china-chips\/"},"modified":"2026-05-20T10:08:58","modified_gmt":"2026-05-20T03:08:58","slug":"nvidia-earnings-call-va-suc-ep-tu-cau-chuyen-china-chips","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/20\/nvidia-earnings-call-va-suc-ep-tu-cau-chuyen-china-chips\/","title":{"rendered":"Nvidia earnings call v\u00e0 s\u1ee9c \u00e9p t\u1eeb c\u00e2u chuy\u1ec7n China chips"},"content":{"rendered":"
\n

S\u1ef1 ki\u1ec7n Nvidia c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh qu\u00fd \u0111\u1ea7u ti\u00ean \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m c\u1ee7a th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh to\u00e0n c\u1ea7u. Trong b\u1ed1i c\u1ea3nh Nvidia gi\u1eef v\u1ecb th\u1ebf l\u00e0 doanh nghi\u1ec7p gi\u00e1 tr\u1ecb nh\u1ea5t th\u1ebf gi\u1edbi v\u00e0 l\u00e0 bi\u1ec3u t\u01b0\u1ee3ng c\u1ee7a l\u00e0n s\u00f3ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, m\u1ecdi \u00e1nh nh\u00ecn \u0111\u1ec1u \u0111\u1ed5 d\u1ed3n v\u1ec1 cu\u1ed9c g\u1ecdi h\u1ed9i ngh\u1ecb s\u1eafp t\u1edbi c\u1ee7a ban l\u00e3nh \u0111\u1ea1o. \u0110\u00e1ng ch\u00fa \u00fd, c\u00e1c nh\u00e0 giao d\u1ecbch tr\u00ean n\u1ec1n t\u1ea3ng Kalshi \u0111ang \u0111\u1eb7t ra nh\u1eefng gi\u1ea3 thuy\u1ebft v\u1ec1 vi\u1ec7c li\u1ec7u CEO Jensen Huang c\u00f3 \u0111\u01b0a ra th\u00f4ng \u0111i\u1ec7p g\u00ec li\u00ean quan \u0111\u1ebfn T\u1ed5ng th\u1ed1ng Donald Trump, \u0111\u1eb7c bi\u1ec7t sau chuy\u1ebfn \u0111i t\u1edbi Trung Qu\u1ed1c g\u1ea7n \u0111\u00e2y, trong m\u1ed9t n\u1ed7 l\u1ef1c nh\u1eb1m l\u00e0m r\u00f5 t\u01b0\u01a1ng lai c\u1ee7a d\u00f2ng chip H200 t\u1ea1i th\u1ecb tr\u01b0\u1eddng n\u00e0y.<\/p>\n

\n \"Nvidia
\u1ea2nh t\u1eeb ngu\u1ed3n: cnbc.com<\/em><\/figcaption><\/figure>\n

Nh\u1eefng t\u00edn hi\u1ec7u kh\u00f3 \u0111o\u00e1n t\u1eeb s\u1ef1 ki\u1ec7n China chips<\/h2>\n

Th\u1ef1c t\u1ebf cho th\u1ea5y m\u1ed9t ngh\u1ecbch l\u00fd l\u00e0 trong khi T\u1ed5ng th\u1ed1ng Donald Trump kh\u1eb3ng \u0111\u1ecbnh v\u1ea5n \u0111\u1ec1 d\u00f2ng chip H200 kh\u00f4ng xu\u1ea5t hi\u1ec7n trong c\u00e1c cu\u1ed9c th\u1ea3o lu\u1eadn v\u1edbi Ch\u1ee7 t\u1ecbch T\u1eadp C\u1eadn B\u00ecnh, th\u00ec c\u00e1c b\u00e1o c\u00e1o t\u1eeb Reuters l\u1ea1i ch\u1ec9 ra r\u1eb1ng Ch\u00ednh ph\u1ee7 M\u1ef9 \u0111\u00e3 ph\u00ea duy\u1ec7t cho m\u1ed9t s\u1ed1 doanh nghi\u1ec7p Trung Qu\u1ed1c mua m\u1eabu chip n\u00e0y. Tuy nhi\u00ean, ph\u00eda Trung Qu\u1ed1c d\u01b0\u1eddng nh\u01b0 v\u1eabn ch\u01b0a m\u1edf c\u1eeda ho\u00e0n to\u00e0n cho c\u00e1c \u0111\u01a1n v\u1ecb s\u1edf t\u1ea1i th\u1ef1c hi\u1ec7n giao d\u1ecbch, d\u00f9 tr\u01b0\u1edbc \u0111\u00f3 v\u00e0o th\u00e1ng 1, ch\u00ednh quy\u1ec1n c\u1ee7a \u00f4ng Trump \u0111\u00e3 khai th\u00f4ng \u0111\u01b0\u1eddng h\u01b0\u1edbng cho vi\u1ec7c mua b\u00e1n n\u00e0y, k\u00e8m theo \u0111\u00f3 l\u00e0 m\u1ee9c thu\u1ebf nh\u1eadp kh\u1ea9u 25%. S\u1ef1 kh\u00f4ng ch\u1eafc ch\u1eafn n\u00e0y t\u1ea1o ra m\u1ed9t “v\u00f9ng x\u00e1m” trong chi\u1ebfn l\u01b0\u1ee3c kinh doanh c\u1ee7a Nvidia t\u1ea1i th\u1ecb tr\u01b0\u1eddng t\u1ef7 d\u00e2n, khi\u1ebfn kh\u1ea3 n\u0103ng \u0111\u1ec1 c\u1eadp \u0111\u1ebfn c\u00e1c s\u1eafc thu\u1ebf tr\u1edf th\u00e0nh ch\u1ee7 \u0111\u1ec1 \u0111\u01b0\u1ee3c quan t\u00e2m h\u00e0ng \u0111\u1ea7u v\u1edbi t\u1ef7 l\u1ec7 d\u1ef1 \u0111o\u00e1n kho\u1ea3ng 57%.<\/p>\n

B\u1ea3n ch\u1ea5t m\u1ed1i quan h\u1ec7 gi\u1eefa Nvidia v\u00e0 c\u00e1c y\u1ebfu t\u1ed1 ch\u00ednh tr\u1ecb<\/h2>\n

M\u1ed9t \u0111i\u1ec3m \u0111\u00e1ng l\u01b0u t\u00e2m l\u00e0 s\u1ef1 thay \u0111\u1ed5i trong c\u1ea5u tr\u00fac \u01b0u ti\u00ean th\u1ea3o lu\u1eadn c\u1ee7a Nvidia. Trong khi r\u1ee7i ro ch\u00ednh tr\u1ecb xoay quanh v\u1ea5n \u0111\u1ec1 China chips v\u1eabn c\u00f2n \u0111\u00f3, th\u00ec c\u00e1c ch\u1ee7 \u0111\u1ec1 kh\u00e1c nh\u01b0 \u0110\u00e0i Loan hay \u0111\u1ed1i t\u00e1c s\u1ea3n xu\u1ea5t h\u00e0ng \u0111\u1ea7u Taiwan Semiconductor Company l\u1ea1i c\u00f3 xu h\u01b0\u1edbng b\u1ecb h\u1ea1 th\u1ea5p trong danh m\u1ee5c d\u1ef1 \u0111o\u00e1n. \u0110i\u1ec1u n\u00e0y ph\u1ea3n \u00e1nh c\u00e1ch c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 l\u1edbn \u0111ang \u0111i\u1ec1u h\u01b0\u1edbng th\u00f4ng tin tr\u01b0\u1edbc nh\u1eefng bi\u1ebfn \u0111\u1ed9ng \u0111\u1ecba ch\u00ednh tr\u1ecb ph\u1ee9c t\u1ea1p. Vi\u1ec7c ki\u1ec3m so\u00e1t AI v\u00e0 \u0111\u1ecbnh h\u01b0\u1edbng th\u00f4ng tin qua g\u00f3c nh\u00ecn c\u1ee7a c\u00e1c nh\u00e2n v\u1eadt t\u1ea7m \u1ea3nh h\u01b0\u1edfng, gi\u1ed1ng nh\u01b0 nh\u1eefng g\u00ec \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00e2n t\u00edch trong b\u00e0i vi\u1ebft Quy\u1ec1n ki\u1ec3m so\u00e1t AI v\u00e0 \u0111\u1ecbnh h\u01b0\u1edbng th\u00f4ng tin qua g\u00f3c nh\u00ecn c\u1ee7a Campbell Brown<\/a>, cho th\u1ea5y m\u1ed7i ph\u00e1t ng\u00f4n trong c\u00e1c cu\u1ed9c g\u1ecdi h\u1ed9i ngh\u1ecb kh\u00f4ng \u0111\u01a1n thu\u1ea7n l\u00e0 b\u00e1o c\u00e1o kinh doanh, m\u00e0 c\u00f2n l\u00e0 m\u1ed9t b\u01b0\u1edbc \u0111i chi\u1ebfn l\u01b0\u1ee3c trong b\u00e0n c\u1edd qu\u1ed1c t\u1ebf.<\/p>\n

H\u01b0\u1edbng \u0111i m\u1edbi v\u1edbi c\u00f4ng ngh\u1ec7 humanoid robots<\/h2>\n

Nh\u00ecn s\u00e2u v\u00e0o b\u1ea3n ch\u1ea5t c\u1ee7a cu\u1ed9c g\u1ecdi h\u1ed9i ngh\u1ecb l\u1ea7n n\u00e0y, ngo\u00e0i c\u00e2u chuy\u1ec7n China chips v\u00e0 c\u00e1c y\u1ebfu t\u1ed1 v\u0129 m\u00f4, Nvidia c\u00f2n \u0111\u1ed1i m\u1eb7t v\u1edbi s\u1ef1 k\u1ef3 v\u1ecdng v\u1ec1 c\u00e1c \u0111\u1ed9t ph\u00e1 c\u00f4ng ngh\u1ec7 m\u1edbi. C\u00f3 kho\u1ea3ng 55% kh\u1ea3 n\u0103ng Nvidia s\u1ebd th\u1ea3o lu\u1eadn s\u00e2u h\u01a1n v\u1ec1 l\u0129nh v\u1ef1c robot h\u00ecnh ng\u01b0\u1eddi (humanoid robots). \u0110\u00e2y l\u00e0 m\u1ed9t m\u1ea3nh gh\u00e9p m\u1edbi trong h\u1ec7 sinh th\u00e1i c\u1ee7a h\u00e3ng, n\u1ed1i ti\u1ebfp nh\u1eefng kh\u1eb3ng \u0111\u1ecbnh c\u1ee7a Jensen Huang t\u1ea1i CES v\u00e0o th\u00e1ng 1 v\u1eeba qua v\u1ec1 vi\u1ec7c hi\u1ec7n th\u1ef1c h\u00f3a c\u00e1c d\u00f2ng robot c\u00f3 kh\u1ea3 n\u0103ng gi\u1ed1ng con ng\u01b0\u1eddi trong n\u0103m nay. \u0110i\u1ec1u n\u00e0y c\u0169ng cho th\u1ea5y s\u1ef1 chuy\u1ec3n d\u1ecbch \u01b0u ti\u00ean c\u1ee7a doanh nghi\u1ec7p, khi h\u1ecd kh\u00f4ng ch\u1ec9 t\u1eadp trung v\u00e0o ph\u1ea7n c\u1ee9ng thu\u1ea7n t\u00fay m\u00e0 \u0111ang d\u1ed3n l\u1ef1c cho nh\u1eefng cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o th\u1ebf h\u1ec7 m\u1edbi, t\u01b0\u01a1ng t\u1ef1 nh\u01b0 c\u00e1ch c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn ph\u1ea3i li\u00ean t\u1ee5c t\u00e1i c\u01a1 c\u1ea5u, nh\u01b0 vi\u1ec7c c\u1eaft gi\u1ea3m nh\u00e2n s\u1ef1 t\u1ea1i Cisco \u0111\u1ec3 d\u1ed3n l\u1ef1c cho cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o<\/a> nh\u1eb1m b\u1ea3o to\u00e0n v\u1ecb th\u1ebf c\u1ea1nh tranh. Song song \u0111\u00f3, s\u1ef1 an to\u00e0n trong k\u1ef7 nguy\u00ean s\u1ed1 c\u0169ng l\u00e0 b\u00e0i to\u00e1n l\u1edbn, nh\u01b0 l\u1eddi c\u1ea3nh b\u00e1o v\u1ec1 an ninh b\u1ea3o m\u1eadt s\u1ed1 qua v\u1ee5 vi\u1ec7c T\u1ea5n c\u00f4ng Signal t\u1eeb hacker Nga: L\u1eddi c\u1ea3nh b\u00e1o v\u1ec1 an ninh b\u1ea3o m\u1eadt s\u1ed1<\/a> m\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n ph\u1ea3i c\u00e2n nh\u1eafc trong h\u1ec7 sinh th\u00e1i c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u.<\/p>\n

B\u00e0i vi\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i t\u1eeb ngu\u1ed3n: cnbc.com<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

S\u1ef1 ki\u1ec7n Nvidia c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh qu\u00fd \u0111\u1ea7u ti\u00ean \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m c\u1ee7a th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh to\u00e0n c\u1ea7u. Trong b\u1ed1i c\u1ea3nh Nvidia gi\u1eef v\u1ecb th\u1ebf l\u00e0 doanh nghi\u1ec7p gi\u00e1 tr\u1ecb nh\u1ea5t th\u1ebf gi\u1edbi v\u00e0 l\u00e0 bi\u1ec3u t\u01b0\u1ee3ng c\u1ee7a l\u00e0n s\u00f3ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, m\u1ecdi \u00e1nh nh\u00ecn \u0111\u1ec1u \u0111\u1ed5 […]<\/p>\n","protected":false},"author":1,"featured_media":15573,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[39],"tags":[],"class_list":["post-15575","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoang-my-va-pho-wall"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/15575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=15575"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/15575\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/15573"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=15575"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=15575"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=15575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}