Nvidia shares slipped after-hours as uncertainty over China sales overshadowed a forecast that still topped Wall Street expectations. The company left Chinese revenue out of its Q3 guidance, citing regulatory risk, while data center sales showed hints of slower cloud spending.
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CEO Jensen Huang said he expects U.S. approval to resume chip sales to China following a deal with President Trump, but no formal rules are yet in place, and questions remain over whether Beijing will allow purchases. As a result, Nvidia excluded China sales from its third-quarter forecast. Analysts suggested this cautious stance, alongside signs of slower cloud spending, left investors underwhelmed despite guidance still above consensus.
Despite the softer tone, Nvidia continues to benefit from soaring demand for AI processors, with CFO Colette Kress highlighting “sovereign AI” initiatives expected to generate $20 billion this year, and forecasting AI-related infrastructure investment of up to $4 trillion by decade’s end. Roughly half of Nvidia’s data center revenue came from large cloud providers in Q2, though analysts warned hyperscaler spending could tighten if AI returns remain hard to quantify.
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Nvidia (NVDA) earnings report: EPS $1.05 vs. expected of $1.01Nvidia (NVDA) threatens litigation if US government seeks to take a percentage of revenueNVDA Huang:China market, I've estimated, to be about $50bn opportunity for us this year" This article was written by Eamonn Sheridan at investinglive.com.Hence then, the article about nvidia dips on cautious outlook as cloud spending slows and china uncertainty lingers was published today ( ) and is available on forex live ( Middle East ) The editorial team at PressBee has edited and verified it, and it may have been modified, fully republished, or quoted. You can read and follow the updates of this news or article from its original source.
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