Nvidia is being coy about chip sales in China, but the ultimate story may follow a well-known plot: Chinese chip local Cambricon doing what BYD did to Tesla.

Investors should focus on Nvidia's big boost in A.I. infrastructure spending, and not the "noise" around China, says Ritholtz Wealth Management CEO Josh Brown

Nvidia is being coy about chip sales in China, but the ultimate story may follow a well-known plot: Chinese chip local Cambricon doing what BYD did to Tesla.