Nvidia’s China problem is big. Just not big enough to stop it

Nvidia’s China problem is big. Just not big enough to stop it

Most companies can’t shrug off an $8 billion loss. Then again, most companies aren’t Nvidia (NVDA).

On Wednesday’s first-quarter earnings call, Wall Street zeroed in on Nvidia’s obvious weak spot: China. Thanks to U.S. export restrictions,…

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https://qz.com/nvidia-q1-2025-earnings-china-ai-chips-1851782927