Nvidia(US:NVDA) Benzinga·2025-10-08 12:59Core Insights - Nvidia's financial guidance currently assumes zero revenue from China, indicating a strategic positioning against potential trade escalations [1][2][3] - CEO Jensen Huang emphasized that any revenue from China would be considered a bonus, highlighting the importance of the Chinese market while maintaining a cautious outlook [3][4] Financial Guidance - Nvidia's guidance explicitly states that it operates under the assumption of no revenue from China, reflecting a proactive approach to potential geopolitical risks [2][3] - The company has insulated itself financially from possible escalations in U.S.-China relations [2] Strategic Positioning - Huang warned that a complete technological blockade against China would be detrimental to American companies in the long term, suggesting that such actions could backfire [4] - The CEO advocates for the dominance of the "American tech stack" globally, aiming for it to be as ubiquitous as the U.S. dollar [5][6] Competitive Landscape - Huang downplayed the rivalry with AMD, asserting that Nvidia has evolved beyond being just a hardware provider [6][7] - The company has formed a surprising alliance with Intel, marking a significant shift in their historically contentious relationship [7] Stock Performance - Nvidia's stock has shown strong performance, with a year-to-date increase of 33.79% and a 39.24% rise over the past year [8]