From Nasdaq: 2025-04-25 17:00:00

Nvidia’s stock has plummeted by over 30% in 2025, wiping out $1 trillion in market cap. Despite this, the company’s data center revenue, particularly from AI, is still growing. However, up to 30% of Nvidia’s revenues could be at risk due to the U.S.-China trade war.

Nvidia may face a $5.5 billion charge for H20 chips sold to China. The new export license requirement could impact up to 30% of Nvidia’s sales, with China accounting for a significant portion. Chinese firms have placed over $16 billion in orders for Nvidia’s chips in 2025.

Investors are concerned about the potential 30% loss in Nvidia’s sales base due to the export restrictions on H20 chips to China. While the stock has already corrected, losing China as a customer could have long-term repercussions on Nvidia’s growth prospects as a major player in AI GPUs.



Read more at Nasdaq: Could Nvidia’s Sales Drop 30% due to a Trade War Between the U.S. and China?