{"id":40178,"date":"2025-05-29T11:35:24","date_gmt":"2025-05-29T11:35:24","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/05\/29\/china-will-move-on-with-or-without-nvidia-chips-says-ceo-jensen-huang\/"},"modified":"2025-05-29T11:35:24","modified_gmt":"2025-05-29T11:35:24","slug":"china-will-move-on-with-or-without-nvidia-chips-says-ceo-jensen-huang","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/05\/29\/china-will-move-on-with-or-without-nvidia-chips-says-ceo-jensen-huang\/","title":{"rendered":"China will \u2018move on\u2019 with or without Nvidia chips, says CEO Jensen Huang"},"content":{"rendered":"
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Nvidia Corp (NASDAQ: NVDA) chief executive Jensen Huang says the White House has based its export regulations on the assumption that China is incapable of making its own AI chips.<\/p>\n

But recent checks confirm this assumption is fundamentally flawed, he argued on the company\u2019s earnings call last night, adding \u201cthe question is not whether China will have AI \u2013 it already does.\u201d<\/p>\n

Huang\u2019s remarks are significant since they might suggest Beijing is not as dependent on Nvidia as some would have thought. That said, NVDA shares are up 50% versus their year-to-date low at writing.<\/p>\n

What\u2019s next for Nvidia as its China business comes to a halt<\/h2>\n

Jensen Huang has been vocal in his opposition to tightened chip export regulation under the Trump administration, having previously warned they\u2019re hurting US businesses<\/a> more than they are hurting China.<\/p>\n

If it weren\u2019t for export restrictions, Nvidia would have made up to $2.5 billion worth of additional sales in its first financial quarter, he added.<\/p>\n

More importantly, the chipmaker last night guided for up to $45 billion in sales for its current fiscal quarter \u2013 a number that would have been as much as 18% higher without the US export regulations.<\/p>\n

\u201cThe $50 billion China market is effectively closed to the US industry. As a result, we are taking multibillion-dollar write off on inventory that can\u2019t be sold or repurposed,\u201d he told investors on the call.<\/p>\n

What\u2019s next for China amidst trimmed access to NVDA chips<\/h2>\n

While new restrictions that disable Nvidia from selling in the world\u2019s second-largest economy sure seem significant for the AI darling, it\u2019s reasonable to believe that China won\u2019t even budge because of them.<\/p>\n

Huang has already warned that Beijing is \u201cright behind us\u201d in artificial intelligence. China, he\u2019s convinced, is strongly positioned to \u201cmove on\u2019 with or without NVDA chips.<\/p>\n

Note that Bernstein analyst Stacy Rasgon also believes that barring Nvidia from selling in China is synonymous to \u201chanding the entire AI market in China over to Huawei.\u201d<\/p>\n

On the flip side, however, the US President won deals worth billions for NVDA during his recent visit of the Gulf states. Plus, the AI stock currently pays a dividend as well.<\/p>\n

Could Nvidia print a new all-time high in 2025?<\/h2>\n

Despite the China overhang, Nvidia came in handily above Street estimates in its fiscal Q1<\/a>.<\/p>\n

The company based out of Santa Clara, California earned 96 cents a share on $44.06 billion in revenue in its first financial quarter. <\/p>\n

Analysts, in comparison, had called for 93 cents per share and $43.31 billion, respectively.<\/p>\n

Financial strength is among the top reasons why NVDA stock remains a favourite among Wall Street analysts. <\/p>\n

The mean target on Nvidia shares currently sits at a tad above $163, indicating potential upside of another 15% from current levels.<\/p>\n

The post China will ‘move on’ with or without Nvidia chips, says CEO Jensen Huang<\/a> appeared first on Invezz<\/a><\/p>\n

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Nvidia Corp (NASDAQ: NVDA) chief executive Jensen Huang says the White House has based its export regulations on the assumption that China is incapable of making its own AI chips. But recent checks confirm this assumption is fundamentally flawed, he argued on the company\u2019s earnings call last night, adding \u201cthe question is not whether China <\/p>\n","protected":false},"author":1,"featured_media":40179,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-40178","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/40178","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=40178"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/40178\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/40179"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=40178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=40178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=40178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}