NVIDIA's Sovereign AI Strategy to Shield Against Trade War Sparks Investor Confidence

NVIDIA Corporation lost $2.5B in Q1 due to halted H20 chip shipments to China and expects $8B loss in Q2. Sovereign AI projects in Europe, Saudi Arabia, Taiwan, and the UAE aim to reduce trade war exposure. NVIDIA’s full-stack AI platform secures partnerships hard to displace. Competitors like AMD and Intel lag in sovereign AI projects, lacking a complete solution like NVIDIA. Shares of NVIDIA have risen 19.1% YTD with a forward P/E ratio of 33.13. Zacks estimates predict a 41.8% increase in fiscal 2026 and a 31.9% increase in fiscal 2027 earnings. NVIDIA currently holds a Zacks Rank #3 (Hold).

Read more at Zacks Investment Research: NVIDIA Bets on Sovereign AI: Will It Shield Against Trade War? – July 9, 2025