NVIDIA shares fell more than 4 % early on Monday after US President Donald Trump presented a strict message about commercial tariffs. Trump said on Sunday that no country would be given any special transaction with regard to definitions.
It also signed new trade policies into effect on April 2Which he calls “liberation day”. this Terrified Investors, who expected a softer commercial position.
Trump’s comments led to market sale operations led by Technical stocks. The shares in Tesla decreased by more than 5 %, which is the largest decrease in the “wonderful” technology giant. Indeed at the intersection of new commercial restrictions, NVIDIA has seen its shares also stumbled.
The new definitions disrupt the role of Nafidia in the artificial arms race
A 25 % imminent tariff from the United States government on goods from Mexico and Canada directly affects Nafidia. The company produces advanced graphics processing units (GPU) in artificial intelligence servers (AI). Therefore, many AI servers are placed in Mexico and pushed across the border to the United States.
According to trade data, the United States imported $ 43 billion of computers, including artificial intelligence servers, from Mexico in 2024. The company expects the new definitions to increase the cost of these servers, which may reduce the demand for AI chips in NVIDIA.
Taiwan, also a major source of GPU supplies in NVIDIA, can also see the extension of trade controls. In 2024, the United States imported $ 33 billion computer parts, including NVIDIA printed circuits from Taiwan. The technology company production costs may increase if Trump Taiwan hit more customs tariffs.
NVIDIA is preparing for the next major changes
The short -term effects of drivers will take time to play, but NVIDIA is already looking forward.
In the latest GTC ConferenceCEO Jensen Huang answered questions about commercial restrictions, determining that the export control restrictions related to artificial intelligence and China are the reason behind the company’s challenges.
He admitted that the customs tariff will have a “simple effect” on the company in the short term, but also stressed that NVIDIA is following long -term solutions.
One of the important steps towards this goal is to expand production in the United States. Huang cited Taiwan Manufacturing Investment in Taiwan (TSMC) of $ 100 billion to develop new chip factories in the United States. TSMC is a major manufacturing partner for NVIDIA, and this step is likely to help reduce excessive dependence on external factories in the future.
However, NVIDIA’s shares faced pressure in 2025. As of Monday morning, it was He fell Nearly 22 % of the beginning of the year.
Before Trump made his recent comments, analysts said that the stock market has not yet subsided. Now, some financial experts warn that investors should also think about how to inform these long -term trade rules.
Even before Trump’s last comments, some analysts have warned that the market has not yet heard the full effects of these definitions. According to Josh Chevir, from Yahoo’s financial reports, many investors have reduced the range and scope of Trump’s commercial policies. Henrita Trez, Veda Partners, said the market now sees the danger of this long -term tariff.
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