Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)

[winston]

vested

Nvidia faces new US restrictions on the export of its H20 chip to China, a policy change that will cost the company billions of US dollars and hamstring a product line that it explicitly designed to comply with previous curbs.

The government informed Nvidia on Monday (Apr 14) that the H20 would require a license to export to China “for the indefinite future”, the company said in a regulatory filing on Tuesday.

Officials said that the new rules address concerns that “the covered products may be used in, or diverted to, a supercomputer in China”, according to the filing.

Nvidia warned that it will report about US$5.5 billion in charges during the fiscal first quarter from “inventory, purchase commitments and related reserves” tied to the H20 line.

Source: Philiips

[winston]

vested

Nvidia stock rises on report Trump administration plans to repeal Biden’s AI chip curbs

by Laura Bratton

We will be replacing it with a much simpler rule that unleashes American innovation and ensures American AI dominance.

The AI diffusion rule was passed by Biden in January and was set to go into effect in May.

The stocks' sharp declines include losses that followed Trump’s bans on exports of the companies’ AI chips to China.

Trump administration officials are weighing the creation of a global licensing regime for chip exports with government-to-government agreements, which Citi analyst Atif Malik said in an analysis “would be potentially more strict than Biden's as they would put AI chips at the center of tariff negotiations."

Other analysts have also warned that a shift from the AI diffusion rule could actually make it tougher for chipmakers to do business abroad.

Meanwhile, Trump has set the stage to impose tariffs on semiconductors, which would be another blow to chip companies.

This week, the administration could impose semiconductor tariffs as high as 25% as soon as July. It’s unclear how the tariffs would work, as most chips arrive in the US as already finished products, such as servers and smartphones.

Source: Yahoo Finance

https://finance.yahoo.com/news/nvidia-s ... 42763.html

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Oracle To Splurge $40 Billion On Nvidia Chips For Mega AI Data Center In Texas
https://www.zerohedge.com/ai/oracle-spl ... nter-texas


Nvidia Reportedly Prepares Mass Production Of Cheaper China-Centric Blackwell AI Chip
https://www.zerohedge.com/technology/nv ... ll-ai-chip

[behappyalways]

NVDA Jumps 5% After Solid Q1 Results Despite $2.5BN In Lost Sales To China
https://www.zerohedge.com/markets/nvda- ... ales-china

[behappyalways]

Nvidia CEO To Sell $800 Million In Stock
https://www.zerohedge.com/markets/nvidi ... lion-stock

[behappyalways]

$NVDA really dominates the semiconductor market. It's about as large as the rest of the US-listed companies combined when measured by market cap
https://x.com/Mayhem4Markets/status/1942051658332090672

[behappyalways]

Retail Drives Nvidia To Become World's First $4 Trillion Market Cap Company
https://www.zerohedge.com/markets/retai ... ap-company

[behappyalways]

Nvidia to resume H20 chip sales to China in surprise US reversal
https://www.theedgesingapore.com/news/s ... s-reversal

[behappyalways]

This covers 15% of REVENUE from China, not PROFIT, for both Nvidia and AMD.
https://x.com/KobeissiLetter/status/1954653733024846217


Nvidia and AMD to pay 15% of China chip sales revenues to the U.S. government, FT reports
https://www.cnbc.com/2025/08/10/nvidia- ... ports.html

[behappyalways]

$NVDA is now 8% of the S&P 500 weighting with a 58 P/E ratio
https://x.com/Mayhem4Markets/status/1954963921468825678