Nvidia's Q4 Shock: Record Revenue, Falling Profits

Nvidia Faces Headwinds: Record Revenue Forecast Clouded by China Export Ban Nvidia is poised to announce record-breaking revenue in its Q4 2025 report, yet a significant drop in net income is anticipated. This unexpected downturn is primarily attributed to the impact of recent US export restrictions on the sale of Nvidia's H20 processors to China. The company is expected to report a $5.5 billion write-down related to this inventory. While analysts predict a 10% quarter-over-quarter revenue increase and a substantial 66% year-over-year growth, the net income is projected to decline by 9% quarter-over-quarter. This is a significant development, marking the first quarterly decline since 2022. "This is mainly due to Chinese export restrictions," states the video's financial analyst. Despite this setback, the analyst points out that Nvidia has consistently exceeded analyst expectations in previous quarters, offering a glimmer of hope for future performance. The situation highlights the complex interplay between geopolitical events and the performance of major technology companies.