NVIDIA (NVDA) takes a nosedive: down 6% in pre-market on US-China chip drama
Resume IA
NVIDIA subit une baisse de 6% en pré-ouverture après que les États-Unis aient bloqué l'exportation de ses puces H20 AI vers la Chine, ce qui pourrait entraîner une charge de 5,5 milliards de dollars. Les investisseurs hésitent entre acheter le creux ou s'éloigner.
Conseil cle
Attendre les résultats du 28 mai pour évaluer l'impact de cette décision sur les bénéfices de l'entreprise
- Revenus annuels
- 336€
- Montant max
- 112€
NVIDIA getting hammered in pre-market trading (down to $105.90, a drop of 5.61%) after yesterday's close at $112.20. The government just threw a major wrench in their China business, they're facing a potential $5.5 BILLION charge after the US suddenly blocked their H20 AI chips from being exported to China without special licenses. The crazy part? These H20 chips were specifically designed to comply with previous export rules and were bringing in $12–15B in revenue. Classic case of moving the goalposts. National security concerns being cited (fears about Chinese supercomputers), but this has to hurt for Jensen and team. Earnings coming May 28th should be an interesting call! Buying the dip or staying away?
“I actually came here to see what people are doing too. I don't want to invest anymore in USA, so I'm staying away, but the temptation to get the average price down is very high.”