Nvidia’s Performance and Market Outlook
Nvidia (NASDAQ: NVDA) experienced a performance of 190% from January to June 2023, but only 17% in the subsequent half, with further declines projected to 8% for July to December 2024. The company is facing challenges due to U.S. export regulation changes affecting its H20 chips, losing approximately $2.5 billion in Q1 and an estimated $8 billion in Q2 revenue.
Despite these setbacks, Nvidia maintains a 90% market share in GPUs for data centers and a projected 50% revenue increase for Q2 2023. The ongoing U.S.-China trade negotiations could open doors for Nvidia’s GPUs in China, while Europe shows signs of potential AI market growth, which may serve as additional catalysts for the company’s stock in the latter half of 2025.
