Nvidia falls 4% after report of potential additional curbs on China sales

Published On Jan 29, 2025, 4:04 PM

Nvidia's stock fell 4% after reports that U.S. officials are considering more restrictions on chip sales to China. The Bloomberg report indicates discussions are in the early stages and focus on curbing sales of Nvidia's H20 chips, which were designed to comply with existing restrictions. This comes after Nvidia's shares experienced extreme volatility, including a nearly 17% drop earlier in the week linked to a competing AI model from a Chinese startup. Investors are concerned about potential impacts on sales and competition in the AI chip market.

Stock Forecasts

NVDA

Negative

The ongoing uncertainty regarding U.S.-China relations and the potential for stricter export controls could negatively affect Nvidia's revenue growth from its high-margin AI chip sales. The market's reaction, including recent significant drops in share price, suggests investor caution around Nvidia's viability in the near-term amidst increased competition from cheaper options.

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