From Nasdaq: 2025-04-30 04:10:00

Nvidia’s revenue shift from China to the U.S. due to AI boom and increased demand from tech giants like Amazon and Meta. China’s revenue dropped to 16% while U.S. revenue increased to 44% in fiscal 2024.

U.S. tech giants drive Nvidia’s growth, while China faces challenges. U.S. export limitations and competition from Huawei threaten Nvidia’s prospects in China. Investors question Nvidia’s future in the Chinese market.

Nvidia’s business in the U.S. thrives despite limitations in China. Major tech companies boost Nvidia’s growth with AI chip orders. Analysts suggest major U.S. tech players are among Nvidia’s top customers.

Huawei poses a threat to Nvidia in China with a new AI chip. Nvidia may explore new business avenues in China to maintain market share. Investors should not expect significant growth from China in the near future.



Read more at Nasdaq: Should Investors Worry About Nvidia’s Future in China?