Nvidia Beats $$$, Bans H20 Chips to China — Yet Stocks Dive
Nvidia dazzled with $46.74B revenue and $1.05 EPS in Q2 2025, skipping analysts’ pessimism like a kid avoiding broccoli. Despite this, shares stumbled post-earnings thanks to an 'uncertain' $2-$5B H20 chip export to China, still waiting on licenses and a mysterious 15% US government cut. CEO Jensen Huang, aka Mr. Diplomat, insists 'advocating' is key to conquering the world's second-largest AI brain factory where 50% of AI wizards brew. Meanwhile, Nvidia predicts a $3-$4 TRILLION AI infrastructure bonanza by 2030, buoyed by $60B stock buybacks, plus robotic brains (Jetson AGX Thor) now cooked by over 2 million devs. All while self-driving car revenue zoomed 69% to $586M — because what’s progress without letting robots drive us off a cliff?
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Nvidia's Q2: record $46.7B revenue, but sending AI-science-packed H20 chips to China is 'uncertain' because Uncle Sam might take a 15% cut. Stocks fall as investors realize even tech gods can't magic China out of geopolitics. So much for world domination.
Nvidia's CEO says 'keep advocating' for China chip sales like it's a polite Broadway audition. Meanwhile, stocks tumble because nothing screams confidence like waiting for export permission from your own government.
AI spending to hit $4 trillion by 2030, but Nvidia can’t even ship H20 chips to China yet. It’s like planning an empire while forgetting your mailman quit. Meanwhile, self-driving cars made $586M — hopefully, they won’t crash into trade wars.
Source: Businessinsider | Published: 8/28/2025 | Author: Katherine Li,Lloyd Lee
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