Nvidia (NASDAQ: NVDA) is a leading player in the artificial intelligence hardware market, commanding an estimated 90% share of AI accelerator chips used in data centers globally. Currently, 69% of its revenue is generated from the U.S., where technology companies are rapidly acquiring its processors. However, recent steep tariffs imposed by President Trump on numerous countries pose challenges for Nvidia as it navigates evolving U.S. trade policies. The potential impact of these tariffs on Nvidia’s U.S. revenue by 2026 remains a critical consideration.
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