Sanctions are failing in a huge way to stop chips like the m800 from making it into China. Not only that but the M100 that we are selling to China is essentially a detuned M800. It’s hard for investors to keep burning mountains of cash on US AI companies that charge an arm and a leg for their services when a Chinese model comes out totally free and doing just as well as the premium offerings. If investors aren’t willing to burn cash, the cash burning dumpster called Nvidia takes a hit. That’s why the stock is dropping.