• Nvidia’s bad day

  • Apr 17 2025
  • Length: 22 mins
  • Podcast

Nvidia’s bad day

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  • Summary

  • Nvidia shares, along with many others in the tech sector, plunged on Wednesday on news that the Trump administration will be blocking sales of certain technology to China. Particularly hard hit was the outlook for Nvidia’s H20 chip. The company expected the president’s decision to cost it $5.5bn in sales. Today on the show, Katie Martin and Aiden Reiter are joined by Lex editor John Foley to discuss the clampdown on tech and the prospects for AI in general. Also they go long turbulence at the Federal Reserve, and short Dutch chip company ASML.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.


    You can email Robert Armstrong and Katie Martin at unhedged@ft.com.


    Read a transcript of this episode on FT.com

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