From Yahoo Finance: 2025-04-18 13:18:00

Nvidia faces setbacks in 2025, including the need for export licenses to sell H20 chips in China, resulting in a $5.5 billion charge. Stock down 24% YTD. Despite challenges, Blackwell chips selling well. US-Mexico-Canada Agreement protects Mexican servers from tariffs. Analysts positive on long-term prospects.

BofA projects 5-8% sales cut, 6-10% EPS impact for Nvidia in fiscal 2026 due to H20 restrictions. KeyBanc estimates $12 billion in H20 revenue through Q3. Despite $500 billion investment in US AI infrastructure, Nvidia faces challenges with AI diffusion rules. Senators urge to rescind order.

Nvidia to absorb H20 costs for China, impacting Q1 and beyond. US largest market, China fourth-largest. AI diffusion controls set for May. Analysts positive on AI demand and USMCA compliance. Nvidia pivotal in US-China trade war. Investors wary amid ongoing challenges.

Read more: Nvidia’s 2025 has been anything but easy. And it’s going to get tougher.