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

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 impact on NVIDIA’s second-quarter revenue growth. The company’s...