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China Restrictions

All articles tagged with #china restrictions

China's Rare Earth Export Policies Shift, Impacting Global Supply and US Defense Industry

Originally Published 20 days ago — by The New York Times

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Source: The New York Times

The U.S. defense industry temporarily avoided a rare-earth metal shortage caused by China's export restrictions on samarium, a key component in missile magnets, through a European deal, but is racing to find new sources before the existing stockpile runs out.

Nvidia Q2 Earnings Surpass Expectations Despite Data Center and China Challenges

Originally Published 4 months ago — by Investing.com

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Source: Investing.com

Nvidia reported strong Q2 earnings with revenue of $46.7 billion and a 56% increase in data center revenue, but shares fell 2% premarket due to concerns over restricted H20 chip sales to China amid geopolitical tensions. The company’s Q3 guidance exceeds estimates, yet the outlook for China remains uncertain, impacting future sales prospects. Despite challenges, Nvidia remains optimistic about long-term growth driven by AI demand and upcoming product launches.

Nvidia's Q1 Revenue Soars Amid AI Boom and Earnings Beat

Originally Published 7 months ago — by Financial Times

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Source: Financial Times

Nvidia's quarterly revenue surged nearly 70% to $44.1 billion despite US export restrictions on China sales, with strong demand for its products and a positive outlook, though it faced a $4.5 billion charge due to these restrictions and potential impacts on future margins and market share in China.

Investors Eye Nvidia Earnings Amid US-China Export Curbs and Market Uncertainty

Originally Published 7 months ago — by MarketWatch

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Source: MarketWatch

Nvidia is set to report its Q1 earnings amid concerns over U.S.-China trade restrictions impacting its business, especially in China where new, cheaper AI chips are being developed to mitigate losses. Analysts expect a modest quarter with charges related to export bans, but see potential for recovery driven by the Blackwell platform and increased demand in data-center and networking sectors. Investors are watching for signs of margin recovery and the company's response to geopolitical challenges.