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With Nvidia's Q2 earnings in sight, Trump deal could boost outlook
President Trump has confirmed that the US government will receive 15% of the sale of Nvidia's ( NVDA) H20 chips to China. The move, along with a similar one that will see rival Advanced Micro Devices ( AMD) turn over 15% of its China revenue, adds an interesting wrinkle to Nvidia's upcoming earnings schedule for Aug. 27.
Mark Bendeich of Reuters details how the confluence of supply chain disruption from Trump's tariff policy and the rise of AI ...
Speaking on Bloomberg Television, Treasury Secretary said President Donald Trump was the designer of the agreement that ...
Bernstein analyst Stacy Rasgon noted that “85% is better than 0%” for semiconductor giant Nvidia ($NVDA) after U.S. President ...
Trump indicates that the $NVDA export deal with China only involves the outdated H20 chip. He will not approve exports of the newer Blackwell chip unless its performance is decreased by 30–50%. Nvidia ...
Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.
President Donald Trump defended a deal he struck with Nvidia CEO Jensen Huang to allow the sale of certain semiconductor ...
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