Nvidia's revenue could take a hit with new China export rules. Analysts anticipate further challenges from impending AI ...

Morgan Stanley analysts on Wednesday trimmed their revenue projections for Nvidia, citing concerns new chip export curbs to China are “more disruptive” than anticipated.

Nvidia and AMD, two of the most prominent players in the global semiconductor industry, are facing significant revenue headwinds due to the U.S. government’s recent export restrictions targeting ...

Nvidia Corp. NVDA has consistently achieved record revenue over the years, and analysts project continued growth. However, its investments in neo cloud companies may impact revenue, according to ...

J.P. Morgan's analysts, led by Harlan Sur, estimate thatassuming gross margins between 65% and 67%Nvidia's $5.5 billion charge implies a $15 billion to $16 billion revenue impact, or roughly 8% to ...

Despite the setback, Nvidia's revenue growth remains robust, projected to grow over 56%, making it the leader in the AI chip space. The valuation remains fair, with Nvidia trading at less than 25 ...

Explore how new U.S. export restrictions impact Nvidia Corporation's AI chip sales to China, creating $10B-$15B revenue risks ...

Wedbush analysts estimate China represents slightly over 10% of Nvidia revenues, and suspect its revenue could fall by that same amount in future quarters. The escalating trade war between the two ...

Nvidia shares have fallen more than 5% in after-hours trading after the US said the chipmaker would require a licence to sell H20 chips to China. Chipmaker Nvidia has warned that tighter US ...

Nvidia holds a dominant market share in the data center GPU space, so it will receive the lion's share of the revenue from the massive AI computing power buildout. Over the past 12 months ...

Nvidia-backed CoreWeave is growing fast but ... boasting what Murphy calls “extremely rapid revenue growth,” a “tremendous, high-quality RPO backlog,” and “positive, high-teens GAAP ...