Nvidia Stock Slips. Why This Analyst Is Lowering Revenue Estimates for the AI Chip Maker. - Barron's
1. Nvidia faces potential manufacturing issues with GB200 NV liquid-cooled racks. 2. Wall Street questions Nvidia's ability to meet AI chip demands due to low yields. 3. Biden's chip restrictions could affect Nvidia's exports to over 120 countries. 4. Analyst cuts fiscal 2026 data-center revenue estimate from $200B to $185B. 5. KeyBanc maintains Overweight rating despite near-term challenges in production.