Nvidia stock trades flat after Blackwell GPU bans increase revenue risk - Traders Union

Nvidia's stock price declined slightly to $194.43, trading below key moving averages and showing limited momentum. At its shareholder meeting on June 25, 2026, CEO Jensen Huang emphasized that the com... Read original →

Escalating U.S. export controls on Blackwell GPUs are fracturing the AI chip ecosystem. Technically, Chinese clients forced onto downgraded variants like H20 suffer degraded large-model training efficiency, slowing adoption of 3nm and EUV nodes in local data centers. Compliance costs now extend beyond legal reviews to full supply-chain bifurcation—Nvidia must engineer hardware-isolated SKUs for U.S. and Chinese markets, inflating BOM costs by over 15%. AMD and Huawei’s Ascend chips are capitalizing on this gap, with Huawei leveraging domestic 7nm stacking to build a self-contained inference stack. Over the next 18 months, geopolitical restrictions will cement a dual-track global AI infrastructure: one led by U.S.-aligned cutting-edge compute, the other by China’s sovereign sub-advanced stack. Nvidia faces unavoidable near-term revenue headwinds; without a compliant, partitionable architecture, it risks permanently ceding foundational influence in China’s AI infrastructure.