From Nasdaq: 2025-05-28 17:02:00

Nvidia reported strong first-quarter sales but expects revenue below expectations due to U.S. export restrictions on AI chips to China, anticipating an $8 billion hit. Despite concerns, shares rose 3% as losses were less severe than feared. Market analysts closely monitor semiconductor sector reactions to ongoing trade restrictions.

Nvidia forecasts Q2 revenue of $45 billion, below estimates. Shares rise 3% after hours, relief over smaller export losses. Semiconductor sector watches trade restrictions closely. Nvidia faces $8 billion revenue loss from U.S. chip curbs to China, down from initial $15 billion estimate.

Investors to track regulatory impacts closely. Big tech cloud providers’ AI spending key. Nvidia may introduce strategies to mitigate losses in the future. Nvidia faces challenges in navigating geopolitical landscape amid U.S. efforts to restrict China’s access to advanced semiconductor technology.

Nvidia’s stock has remained flat in 2025, balancing AI potential with trade tensions. Analysts believe Nvidia’s strong AI market position will help it adapt to regulatory pressures. Prolonged export restrictions to China could pose growth challenges. Major tech companies like Microsoft and Alphabet heavily invest in AI infrastructure.



Read more at Nasdaq: Nvidia (NVDA) Faces Headwinds from AI Chip Export Restrictions as Revenue Outlook Disappoints