China acts to curb NVIDIA chip sales
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NVIDIA is reportedly cooking up a new Blackwell B30A chip for China: will replace Hopper H20, but has half the performance of the Blackwell Ultra B300.
Nvidia was blindsided earlier this year when the US government enacted tougher restrictions on selling artificial intelligence chips to China. The restriction prevented Nvidia from selling its H20 chip within the Middle Kingdom,
When you think of top artificial intelligence (AI) stocks to own, Nvidia (NVDA -0.16%) inevitably is one of the first ones that probably comes to mind. In recent years, it generat
The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, above Wall Street’s consensus of $45.7 billion. It raised earnings per share to $1.05 from $0.99, slightly above consensus of $1.00.
Nvidia Corporation faces China pressure & AI competition, with challenges ahead. Learn a way to profit regardless of market direction. Click for my NVDA update.
Nvidia ( NVDA -0.16%) is the world's largest company, which may give some investors pause before investing in it. A common mindset is: "If it's already the biggest company in the world, can it get any bigger?" From my analysis, yes, it can get much bigger, and it will continue to be a winning investment from here.
China is an important market for Nvidia, generating $17.1 billion in fiscal 2025 revenue, or 13.1% of total revenue. However, Nvidia and AMD ( AMD) recently agreed to pay the U.S. government 15% of Chinese revenue as part of a deal to secure export licenses to China.
Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth catalysts. Click for my NVDA earnings preview.