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What AMD’s Earnings Could Mean for Nvidia

• Posted on May 14, 2025

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Key Takeaways After Advanced Micro Devices said it expects a $1.5 billion hit to 2025 revenue due to curbs on its sales to China, UBS analysts warned rival Nvidia faces the same headwinds.Nvidia could face an impact of $5 billion to $7 billion per quarter, the analysts said.Last month, Nvidia said it expects to take a $5.5 billion charge in its fiscal first quarter, with the results due May 28.The Trump administration reportedly plans to repeal AI diffusion rules set to take effect on May 15 that would have further limited sales to a broader set of countries.However, the Commerce Department is expected to continue enforcing existing restrictions while it develops a new rule, Bloomberg reported Wednesday.

After Advanced Micro Devices said it expects a $1.5 billion hit to 2025 revenue due to curbs on its sales to China, UBS analysts warned rival Nvidia faces the same headwinds. | Source: Investopedia

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