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News  ›  The Motley Fool

These 2 Nvidia Customers Just Made a Startling Move. Could It Get in the Way of a Billion-Dollar Revenue Opportunity for the AI Chip Leader?

The Motley Fool Logo The Motley Fool By Adria Cimino
These 2 Nvidia Customers Just Made a Startling Move. Could It Get in the Way of a Billion-Dollar Revenue Opportunity for the AI Chip Leader?

Microsoft and Amazon are backing the Gain AI Act, which could further restrict Nvidia's chip exports to China, potentially impacting a billion-dollar revenue opportunity. Despite challenges, Nvidia continues to grow impressively in other markets.

Insights
KHC   positive

Low 9x forward earnings valuation, planned company split, and attractive 6.5% forward dividend yield


NVDA   neutral

Despite potential market access limitations, the company continues to show strong revenue growth and adaptability in other markets