Nvidia stock drops ahead of earnings as investors weigh potential Trump export rules, Blackwell delays
Nvidia (NvdaOn Tuesday, the shares continued his last slide, as investors weighed the possible delays in his AI Blackwell chip ramp and the report of the possible new trial export rules.
According to Bloomberg News, the report of Bloomberg News was reported by 2.8% Trump administration wants to further tighten US export rules in chip Trying to limit China’s advance in AI area.
Trump wants to punish special Chinese companies and further limit international companies to maintain semiconductor gear in the country, Bloomberg reports.
The news comes after more than a month Chinese Deepseek introduced new, cost-effective models of AI that shocked US marketsA number
During the last five trading days, NVIDIA shares lost more than 9%, a decline that comes Before the report of Chipmaker’s fourth quarter earnings Designed after Wednesday call.
Nearby. February 25, at 4:00. 00, at 4 o’clock. At 00
Nvda ^ GSPC
NVIDIA shares decreased by 4% Friday and Monday additional 3% as macroeconomic The uncertainty adjacent to Trump’s trade policy was gluing the fear of inflation aeration of have driven stock main indicatorsA number
Before the report, another challenge was to make another challenge before the report, Mark Lipachis, who offered Nvidia’s ramp, could be postponed.
“Our checks have shown Blackwell Ramp [was] Pushed half of 2025 out of 1h25 [the first half of 2025]”He wrote.
Lipama added. [graphics processing units, or AI chips] Still exceeds supply and absent b100 [Blackwell] Availability: NVDA’s current solution instead of H100. “
Lipacis maintained its price rating on the Stock Exchange.
NVIDIA rejected Yahoo Finance’s comment for comment.
NVIDIA’s Blackwell chips collided with overheating problems and shiny.
Information informed in December that some of the best customers of NVIDIA – Microsoft (Hook), Amazon (:Amzn), Google (Garden), and meta (Meta) – Due to these problems, he reduced his Blackwell product ordersA number of these four customers bought the NVIDIA GPU of about $ 44 billion in the calendar year of 2024, according to Da Davidson analysis.
Still, Wall Street analysts kept their video worldview on Wednesday, despite export controls, Deepseek and his Blackwell chips.
The Da Davidson analyst Gill report said that Blackwell’s delay interpretation should be taken with “salt grain.”
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