According to Evan (@StockMKTNewz) and CNN, NVIDIA (NASDAQ: NVDA) CEO confirmed the company will no longer include China in its financial forecasts due to ongoing U.S. export controls. This strategic shift is expected to affect NVIDIA’s AI chip sales and related supply chains, potentially increasing volatility in AI-driven cryptocurrency sectors and blockchain projects reliant on NVIDIA hardware. Traders should monitor potential shifts in GPU pricing and availability, as well as the downstream impact on AI-focused crypto tokens and decentralized computing platforms. Source: Evan (@StockMKTNewz), CNN.

According to Evan (@StockMKTNewz), Nvidia $NVDA announced its next quarter forward guidance reflects a loss in H20 revenue of approximately $8 billion due to recent export control limitations (source: Twitter, May 28, 2025). Without these controls, Nvidia’s guidance would have reached $53 billion. This significant adjustment is crucial for cryptocurrency traders, as Nvidia’s H20 chips are widely used in AI and crypto mining hardware. Reduced chip availability due to export restrictions could tighten the supply of high-performance GPUs, potentially increasing costs for crypto mining operations and impacting blockchain infrastructure expansions. Traders should monitor GPU market trends and related crypto hardware stocks closely for volatility stemming from this development.

According to Brad Freeman (@StockMarketNerd), Nvidia (NVDA) and SentinelOne (S) are set to release their earnings reports tonight, with a NVDA snapshot expected around 4:30. These earnings are highly anticipated due to Nvidia's pivotal role in AI hardware and its influence on crypto mining efficiency, as well as SentinelOne's relevance in cybersecurity for digital assets. Crypto traders should monitor NVDA's financial results for potential impacts on GPU supply and mining profitability, while SentinelOne's performance could signal shifts in security trends affecting blockchain infrastructure (source: @StockMarketNerd).

According to @StockMKTNewz, Nvidia $NVDA CEO Jensen Huang will be interviewed on Bloomberg at 6:30PM ET following the company's earnings call. This interview is significant for crypto traders, as Nvidia's earnings and executive commentary often influence sentiment and pricing in the cryptocurrency mining hardware sector, especially for altcoins such as Ethereum and Bitcoin. Traders should monitor both the earnings results and Huang's statements for potential guidance on GPU supply, AI chip demand, and future partnerships, all of which can directly affect crypto mining profitability and related token valuations. Source: @StockMKTNewz on Twitter.

According to Brad Freeman (@StockMarketNerd) on Twitter, the US has lifted chip export restrictions to China for Nvidia ($NVDA) and AMD ($AMD), causing both stocks to see immediate positive momentum. This policy shift is significant for cryptocurrency traders, as it is likely to increase the availability of advanced GPUs for crypto mining operations, potentially improving mining efficiency and profitability (Source: Brad Freeman via Twitter, May 7, 2025). Traders should monitor both chip manufacturer stocks and crypto mining hardware prices for increased volatility and possible short-term rallies.

According to The Kobeissi Letter, China’s Huawei has developed a new AI chip aiming to compete directly with Nvidia, as reported by the Wall Street Journal. This development follows recent U.S. restrictions on Nvidia's H20 chip sales to China, potentially shifting demand for high-performance computing chips within the Chinese market. Crypto traders should monitor related AI and chipmaker stocks, such as Nvidia ($NVDA) and local Chinese tech firms, as this move may impact GPU supply dynamics, blockchain mining efficiency, and the broader AI crypto ecosystem. Source: The Kobeissi Letter (@KobeissiLetter), April 27, 2025.

According to Sam Altman, OpenAI has experienced a significant increase in usage over the past month, highlighting the capability of the internet to rapidly supply hundreds of thousands of GPUs to meet demand. This development is crucial for traders in the AI and GPU markets, as it indicates potential shifts in supply chain dynamics and market demand for hardware crucial to AI operations. Source: Sam Altman via Twitter.