Geopolitical Pressures Intensify

Nvidia’s latest quarterly results present a paradox of unprecedented strength and emerging vulnerabilities. While the AI chipmaker delivered record-breaking revenue of $46.7 billion in the second quarter, concerning developments on two fronts signal potential headwinds: unpredictable China trade policies and early indications of slowing growth in its core data center business. Is the AI titan facing its most significant test yet?

Geopolitical tensions are creating substantial obstacles for Nvidia’s global expansion. The Read more...