According to Stock Talk (@stocktalkweekly), Nvidia's Q2 guidance reveals a strong underlying performance, as the company projected $45B in revenue—slightly below expectations due to an $8B impairment related to the H20 chip. Excluding this impairment, revenue guidance would have been $53B, indicating robust AI chip demand. The market reaction has been positive for $NVDA, and traders are closely tracking the stock's moves due to its influence on AI-driven cryptocurrencies such as RNDR and FET. Source: Stock Talk (@stocktalkweekly), May 28, 2025.

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.