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Nvidia Risks Losing Up To $10 Billion In Annual Data Center Revenue Amid CapEx Slowdown, China Decoupling, Warns Analyst
Benzinga
2025-05-06
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Piper Sandler analyst Harsh Kumar has projected a potential data center annual revenue loss of $9.8 billion for Nvidia due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China.
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