As the outgoing Biden administration significantly tightens the American noose around AI chips, narrowing NVIDIA's TAM in the process, HSBC is out today with a rare sobering take on the GPU maker's near-term prospects. To wit, HSBC analyst Frank Lee notes at the outset that NVIDIA will be "under increasing pressure to deliver an even stronger H2 FY26 ramp of its GB300/B300 platform" to counter the "potentially weaker H1 FY26 momentum." Bear in mind that NVIDIA's FY2026 roughly aligns with CY2025. Consequently, given the chipmaker's reduced sales-related momentum in the first half of 2025 vs. previously baked-in expectations, Lee now […]
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