NVIDIA faces fragile market expectations requiring near-70% revenue growth; small deviations, China export licensing, and cooling AI enthusiasm threaten valuation.
Nvidia Faces New Test in China: Is the AI Boom In Jeopardy?
Nvidia's $4.27 trillion valuation dominates the S&P 500, but halted H20 chip production and China export tensions threaten its growth and index stability.
Trump pulls out 't-word' again over China rare earths ban
China's export controls on rare-earth minerals and processing equipment create strategic leverage over global tech and defense supply chains, prompting US tariff threats.
