11:49 ET--The timeline shared by Nvidia Tuesday afternoon regarding Trump's imposed China-related restrictions for its H20 chips explains the rushed announcement that the graphic chip maker would build $500 billion of AI infrastructure over the next four years, DA Davidson analysts say in a research note. The appeal to the Trump administration was aimed at mitigating the final regulation, the analysts say. "Nvidia may now choose not to follow through on this pledge given the outcome, and if it does, we believe it will erode long-term margins," the analysts add. Nvidia shares fall 6.4% to $105.03. (sabela.ojea@wsj.com; @sabelaojeaguix)
(END) Dow Jones Newswires
April 16, 2025 11:49 ET (15:49 GMT)
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