Nvidia takes a $5.5 billion hit from a new Trump ban that could also hasten China’s push to make its own chips
Still, analysts aren’t surprised that Washington is continuing to tighten the screws on Nvidia amid an intensifying trade war and tech rivalry with Beijing.
“Nvidia’s chip trade with China and that of others has been in the crosshairs of the U.S. government for some time,” says Marc Einstein, a Japan-based research director for Counterpoint Research. He adds that DeepSeek’s ability to leverage less powerful chips for high-performance AI has raised alarm bells in the U.S. government. Read More
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Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer
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