Nvidia: Why Chip Restrictions Aren’t an Issue for the Stock - Barron's
1. Nvidia stock fell 7.40% due to export restrictions to China. 2. H20 chip restrictions impact 2025 revenue by 5-8%, manageable in the long term. 3. Demand for AI chips remains strong, with innovations continuing to drive growth. 4. Nvidia plans $500 billion in AI infrastructure in the U.S. over four years. 5. Concerns over H20 restrictions exaggerated; growth potential for new chips intact.