Nvidia Needs to Lean Harder on U.S. Sales -- Market Talk

Dow Jones02-27

0915 ET - Nvidia reported a 35% surge in U.S. revenue during 4Q, a trend that will need to continue as the Trump administration weighs a ban on chip exports to China and more drastic tariffs, Melius Research analysts say in a research note. The mix shift toward the U.S. will allow margins to recover, as U.S. sales wouldn't be burdened by tariffs and have a more favorable mix overall, the analysts say. Initiatives like the $500 billion Stargate Project led by OpenAI and massive domestic capital spending plans from big tech companies should be a tailwind for U.S. sales that could last years, the analysts say. (dean.seal@wsj.com)

(END) Dow Jones Newswires

February 27, 2025 09:16 ET (14:16 GMT)

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