Nvidia CEO Jensen Huang appeared somber during the company’s conference call following its strong earnings report, according to CNBC analyst Kristina Partsinevelos. What is troubling Huang? As Nvidia continues to dominate the AI market, there are concerns about the company’s ties to China.
The US-China trade tensions could impact Nvidia’s relations with Huawei, a Chinese tech giant that has been making moves in the AI market. However, Nvidia’s second-half outlook suggests a shift away from China. The company plans to expand its operations and supply chains outside of the country.
Despite this, some investors believe that Nvidia’s growth is strong enough to push it back to an all-time high. With its stock currently up about 4%, Nvidia is just 8% away from its previous record high. However, investors will be watching closely as the company navigates its relationships with China and other global players in the AI market.
Source: https://www.cnbc.com/2025/05/29/why-the-nvidia-ceos-tone-was-different-on-this-earnings-call-and-what-it-means-for-investors.html