Nvidia’s stock suffered a drop following the announcement of export restrictions from the U.S., impacting sales of its AI chips to China. Despite exceeding revenue and profit expectations for Q2 2025, the company faces missed opportunities as the Chinese market remains largely untapped. The potential $50 billion opportunity in China is currently inaccessible due to U.S. export controls on AI chip sales. Nvidia’s performance highlights both growth potential within the global AI infrastructure market and the challenges of navigating geopolitical factors. The company emphasizes a long-term vision for scaling into a $3 to $4 trillion AI market, despite current hurdles.