Asa Fitch

Expectations for Nvidia are always very high in terms of its revenue and its outlook for the coming period. Investors have gotten used to Nvidia always beating expectations for revenue and revenue. Growing at an insane rate, this problem in China, which represents a pretty significant part of their revenues, creates some uncertainty about how much NVIDIA can beat those expectations in the future.

Expectations for Nvidia are always very high in terms of its revenue and its outlook for the coming period. Investors have gotten used to Nvidia always beating expectations for revenue and revenue. Growing at an insane rate, this problem in China, which represents a pretty significant part of their revenues, creates some uncertainty about how much NVIDIA can beat those expectations in the future.

There's a longer term impact. Five and a half billion in the current quarter relates to inventory and other sorts of supplies and things they need to put these things together. Those supplies and that inventory and that other stuff that they're taking a charge on represents a much greater amount of revenue that the company would otherwise have received.

There's a longer term impact. Five and a half billion in the current quarter relates to inventory and other sorts of supplies and things they need to put these things together. Those supplies and that inventory and that other stuff that they're taking a charge on represents a much greater amount of revenue that the company would otherwise have received.

Some analysts estimate it's about $13 billion. I've seen one analyst report suggesting something like $20 billion of revenue this year. So it is a pretty significant hit beyond just the $5.5 billion charge that made the headlines.

Some analysts estimate it's about $13 billion. I've seen one analyst report suggesting something like $20 billion of revenue this year. So it is a pretty significant hit beyond just the $5.5 billion charge that made the headlines.

Well, there's a bit of tension between companies who want to please the Trump administration by doing more stuff in the U.S. and a Trump administration that wants companies to disentangle themselves from China. NVIDIA is playing this game just like everybody is, and they made this commitment. Some analysts see that as part of a quid pro quo.

Well, there's a bit of tension between companies who want to please the Trump administration by doing more stuff in the U.S. and a Trump administration that wants companies to disentangle themselves from China. NVIDIA is playing this game just like everybody is, and they made this commitment. Some analysts see that as part of a quid pro quo.

We'll scratch your back, Trump administration, you scratch ours. Trump administration in making this move seems like they're not scratching NVIDIA's back too much. And that move a few days ago to invest in the U.S. does not seem to have changed calculus of the folks in charge in Washington. So for NVIDIA, maybe that's a hard lesson. We'll see how it plays out, though.

We'll scratch your back, Trump administration, you scratch ours. Trump administration in making this move seems like they're not scratching NVIDIA's back too much. And that move a few days ago to invest in the U.S. does not seem to have changed calculus of the folks in charge in Washington. So for NVIDIA, maybe that's a hard lesson. We'll see how it plays out, though.

One thing that we've seen in the past is that the policy around tariffs, around export restrictions, these things are changing all the time.

One thing that we've seen in the past is that the policy around tariffs, around export restrictions, these things are changing all the time.

Thank you.

Thank you.

I'll take it. That's a good nickname. I like it.

I'll take it. That's a good nickname. I like it.

I'll take it. That's a good nickname. I like it.

Just think about, you know, the 80s and the 90s, there were PCs and they had chips. And then there was the smartphone revolution, and then everybody's carrying smartphone with chips in the smartphone. And you had cloud computing, you know, these massive data centers, and they had chips. And of course, now you have AI, and AI sort of runs on chips.

Just think about, you know, the 80s and the 90s, there were PCs and they had chips. And then there was the smartphone revolution, and then everybody's carrying smartphone with chips in the smartphone. And you had cloud computing, you know, these massive data centers, and they had chips. And of course, now you have AI, and AI sort of runs on chips.

Just think about, you know, the 80s and the 90s, there were PCs and they had chips. And then there was the smartphone revolution, and then everybody's carrying smartphone with chips in the smartphone. And you had cloud computing, you know, these massive data centers, and they had chips. And of course, now you have AI, and AI sort of runs on chips.