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JPM: 'revenue impact to Nvidia is $15-$16B on a total of $180B in datacenter revenues this year, or about 8-10% of the datacenter revenue'
April 16, 2025 4:24 PM EDTJPM: 'revenue impact to Nvidia is $15-$16B on a total of $180B in datacenter revenues this year, or about 8-10% of the datacenter revenue'
The analyst comments "New restrictions to China impacting shipments of Nvidias H20 and AMDs MI308 solutions. On Tuesday, after the market closed, Nvidia... More
