From Nasdaq: 2025-04-24 06:12:00

Nvidia (NASDAQ: NVDA) is facing challenges with exports to China and uncertainty over U.S. tariffs on its chips, causing a 26% stock drop this year after an 800% rise in the past two years. The company needs a license to sell to China, expecting a $5.5 billion charge amid potential import tariffs.

Investors fear increased costs for Nvidia due to Trump’s import tax plans, impacting its AI chip production in Taiwan. However, Amazon Web Services’ positive statement brought relief, indicating ongoing AI investments. Nvidia dominates as an AI chip designer, with 88% revenue from AI customers, showing strong growth prospects.

Despite economic slowdown fears from tariffs, Nvidia’s demand remains strong as customers continue AI investments. AWS VP Kevin Miller reassured no slowdown in AI infrastructure projects. With ongoing investment in AI, Nvidia is well-positioned for growth, even amidst short-term challenges.

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Read more at Nasdaq: AWS Just Delivered Great News for Nvidia Shareholders