By Chris Neiger
Publication Date: 2025-12-18 17:00:00
Key Points
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Nvidia makes most of its revenue from sales to large U.S. tech companies.
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President Trump has lifted a ban on sales of Nvidia’s H200 processors to China, but the company must pay the federal government 25% of the revenue from those sales.
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2026 could bring more international sales for Nvidia, but there’s no indication that would result in reduced sales to domestic buyers.
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Nvidia (NASDAQ: NVDA) is one of the undisputed leaders in artificial intelligence hardware. Its parallel processors occupy a central role in data centers worldwide, as it holds an estimated 90% share of the market for AI accelerator chips.
Technology companies in the U.S. are snatching up Nvidia’s processors at the fastest rate — 69% of the company’s revenue comes from domestic sources right now, according to research from The Motley Fool. However, ever since President Donald Trump announced earlier this year that he was imposing steep new tariffs on nearly every other country, Nvidia has been forced to navigate a shifting set of U.S. trade policies.
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How might those tariffs and Trump’s various trade conflicts impact Nvidia’s U.S. revenue in 2026? Here are a few points to consider.
Image source: Getty Images.
Nvidia’s U.S. chip demand should remain robust in 2026
Nvidia is a chip…
