Nvidia Risks Losing Up To $10 Billion In Annual Data Center Revenue Amid CapEx Slowdown, China Decoupling, Warns Analyst

Quick Summary:

What Happened: Kumar’s latest sensitivity analysis indicates a “worst case” scenario where NVIDIA’s data center revenues could suffer a significant blow, amounting to 6.45% of the company’s total annual revenue from this segment.

Piper Sandler analyst Harsh Kumar has projected a potential data center annual revenue loss of $9.8 billion for Nvidia Corp. (NASDAQ:NVDA) due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China.

Kumar’s worst-case scenario estimates NVIDIA shares could drop to $76.25, based on a 25x earnings multiple.

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Author / Journalist: Namrata Sen

Category: Technology

Markets: United StatesChina

Topics: Benzinga US67066G1040 Markets News Trump Administration Tech NVDA Huawei Technologies Jensen Huang Artificial Integllience Us china H20 Nvidia Benzinga neuro

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Published On: 2025-05-06 @ 11:59:23 (12 hours ago)

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