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 LuxAlgo, Elon Musk has publicly refuted recent reports that Oracle ($ORCL) is purchasing $40 billion worth of Nvidia ($NVDA) chips. This clarification directly affects trading sentiment for both NVDA and ORCL, as expectations around massive AI infrastructure investments are now being recalibrated. The news is likely to dampen short-term bullish momentum for Nvidia, a major player in AI chip manufacturing, and could shift trader focus to actual confirmed orders from data center clients. Crypto traders should note that reduced AI chip spending from major cloud players may slow the rollout of AI-driven blockchain integrations and decentralized compute infrastructure, which often rely on Nvidia hardware (Source: LuxAlgo via Twitter).

According to Crypto Rover, there is currently an unverified rumor circulating that NVIDIA is planning to add Bitcoin to its balance sheet (source: Crypto Rover, Twitter, May 1, 2025). However, as of now, no official statement or confirmation from NVIDIA has been released to substantiate this claim. Traders should note that without verified information, significant price movements or trading strategies based on this rumor alone present heightened risk. Market participants are advised to monitor official NVIDIA announcements and credible news sources for updates before making trading decisions involving Bitcoin or NVDA stock, as rumors can contribute to increased volatility but should not alone drive investment decisions (source: Crypto Rover, Twitter, May 1, 2025).