US Semiconductor Sanctions Spell Trouble for Nvidia, But May Benefit Big Tech
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2025
0mins
Should l Buy GOOGL?
Source: Benzinga
Nvidia's Order Postponements: Major U.S. tech companies, including Microsoft and Amazon, have delayed orders for Nvidia's Blackwell GB200 racks due to overheating issues and glitches in chip connections, leading them to consider older AI chips instead.
Impact of U.S. Sanctions: The Biden administration's potential semiconductor export restrictions could significantly affect Nvidia's revenue, as a large portion comes from international sales, particularly China, while benefiting U.S. tech giants by allowing them to expand their market share in affected regions.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 309.000
Low
305.00
Averages
374.25
High
400.00
Current: 309.000
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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