-
Posted by
Two Blokes Jun 16 -
Filed in
Stock
-
9 views
Nvidia Corporation faces a significant revenue hit from new US export restrictions on H20 chips to China, but dependency on China is steadily declining. We expect Nvidia to mitigate much of the lost China revenue by launching a compliant, lower-priced GPU and leveraging its strong CUDA software ecosystem. Strong demand from U.S. cloud providers and new international projects (Saudi Arabia, UAE) will drive robust growth, with Blackwell GPUs sold out for 12 months.
