Export Curbs to Hit $8B in Q2 Sales: Is NVDA Overexposed to Trade War?

Key Takeaways NVDA expects a $8B Q2 revenue loss due to U.S. export bans on its China-focused H20 AI chips. A $4.5B write-down highlights NVDA's heavy reliance on China for AI chip sales. NVDA targets growth in Saudi Arabia, Taiwan and the EU, but China remains irreplaceable.NVIDIA Corporation (NVDA) is expected to lose around $8 billion in revenues in the second quarter of fiscal 2026 due to new U.S. government export rules. These rules block shipments of its H20 AI chips to China. This will have a big i ...