In Reply to: I don't want China getting NVIDIA chips posted by confused442 on August 27, 2025 at 21:23:40
This one is getting interesting I wonder if Jensen Huang regrets going in with Trump yet?
NVDA lost 7 billion or 13% of their revenue last quarter because Trump blocked them selling chips to China. they cut the deal but they still can't sell because Trumps' admin hasn't done any real action, they made a deal but they don't have an actual written policy for NVDA or AMD to follow so neither company can sell chips to China despite having the announced deal and "export licenses". So they're completely in limbo
They said on the call they expect 3 billion and as much as 4 billion more next quarter but when pressed admitted they would have gotten all of that last quarter if the administration had finished the policy.
I wonder what the punishment will be for telling the truth on their call