China, NVIDIA
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Nvidia Corporation's $4T valuation may be overhyped as rising competition and substitution risks threaten its dominance. Click for my NVDA update.
Nvidia's (NVDA) revenue from China is set to hit $6.2 ... are closely watching the company's commentary during its upcoming earnings report on Wednesday about how the ban will impact future sales.
That's why Nvidia could be your best investment in the second half of 2025.
Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for ...
Nvidia Sales Momentum Continues Despite H20 China Write-Off. Nvidia. Year-on-year, revenue grew 69% to $44.1 billion, marking a 12% sequential increase in sales. Data center sales grew 73.3% year ...
However, Nvidia also said the H20 brought in $4.6 billion in sales in the first quarter and that China accounted for 12.5% of overall revenue in the first quarter.
Despite the China export curbs, Nvidia forecast sales of $45 billion, plus or minus 2%, in the second quarter, only slightly below analysts' average estimate of $45.90 billion, according to data ...
(Reuters) -Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion ...