Bloomberg Tech Nvidia Investors Digest Decelerating Growth Forecast
Aug 28, 2025
Markets are buzzing over Nvidia's slowing growth amidst heightened competition and regulatory pressures. The CFO reveals the need for a solid plan to handle a new commission on chip sales. Blackwell's potential entry into China's AI market raises eyebrows, while trade tensions continue to affect Nvidia's prospects. Meanwhile, Dell is navigating opportunities in the AI and cloud sectors, and small businesses are turning to innovative advertising solutions, like Amazon's streaming ads, to enhance their visibility in a competitive landscape.
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Decelerating Growth, Strong Guidance
- NVIDIA's revenue growth has decelerated to ~50% from much higher prior rates, prompting market knee-jerk reactions.
- Analysts argue the quarter still beat once China uncertainty is accounted for and guidance remains strong.
CFO Demands Codified Rule For 15% Cut
- CFO Colette Kress says NVIDIA cannot simply hand 15% of China-related revenue to the government without a codified legal mechanism.
- The company is taking a measured, fiduciary approach while watching evolving export and regulatory signals.
Adjust Models For China Uncertainty
- Investors should strip out China uncertainty when assessing NVIDIA's beat and guidance to see the underlying strength.
- Treat short-term volatility as buying opportunities if you believe in long-term AI adoption.