Nvidia Faces Risk from Potential Tariffs Amidst AI Boom, Bloomberg Analyst Says

GuruFocus11-18

Nvidia (NVDA, Financials), which has tripled its market value this year, is set to report earnings on Nov. 20 as investors scrutinize the semiconductor manufacturer for signs of sustained demand for ...

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Strong U.S. demand has caused notable increase in Nvidia's profits despite this drop. With intentions to raise expenditure in 2025, major consumers like Microsoft (MSFT, Financials), Alphabet (GOOG, Financials), Amazon (AMZN, Financials), and Meta Platforms (META, Financials) spent $59 billion on data centre equipment last year.Beyond China, Bloomberg notes that more general tariffs might have an effect on Nvidia as well. After the first wave of tariffs, the shares of the firm dropped 31%. 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