Thought Leadership
Dependency
Nvidia reported record figures for Q2, but the business structure reveals a problematic customer concentration.
Growth
Chips from Nvidia have become the key technology for artificial intelligence. This has resulted in rapid growth for the Group. However, US export hurdles are still putting pressure on business in China.
Huang on a visit to China
After months of export restrictions, the US tech giant Nvidia is once again allowed to sell its AI chips designed for China in the People’s Republic.
Loss of sales
The chip company Nvidia estimates the lost business due to the US government’s tightened export restrictions at 15 billion dollars.
Increase of 45%
Nvidia CEO Jensen Huang benefits from Nvidia’s success story as the graphics chip giant reaches new financial heights.
Tightening of export restrictions
With stricter restrictions on the supply of AI chips to China, the US government is causing semiconductor giant Nvidia to lose billions of dollars. Nvidia announced that the company will record a charge of 5.5 billion dollars in connection with inventories and purchase commitments.
Key technology for the booming AI business
The chip company Nvidia says it plans to produce AI technology worth up to 500 billion dollars in the USA over the next four years.
Humanoid robots
The chip company Nvidia wants to transfer its dominance in artificial intelligence technology in data centers to the real world with robots. At its in-house developer conference GTC, Nvidia CEO Jensen Huang presented a platform designed to accelerate the development of humanoid robots.
Nvidia dominates
The artificial intelligence chip business is dominated by Nvidia. Rival AMD is currently fighting for a piece of the market. But the stock market is not moving fast enough.
CES 2025
Nvidia wants to bring an AI supercomputer to desktops. Company boss Jensen Huang presented the compact device called „Project Digits“ at the start of the CES technology trade fair in Las Vegas.
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20. April 2026
