Nvidia Shares Dip 0.86% Amid Export Concerns, Tops Market in $28.18B Trading Volume

On August 15, 2025, Nvidia (NASDAQ: NVDA) closed with a 0.86% decline amid renewed discussions over potential chip export restrictions. The stock led the market in trading volume, recording $28.18 billion in turnover, underscoring persistent investor focus on the AI chipmaker’s strategic positioning.

Recent developments highlight a mix of headwinds and catalysts. The resumption of H20 chip sales to China, paused earlier this year under U.S. policy, has sparked optimism about revenue expansion. Analysts estimate this could add up to $19.5 billion in sales this year, depending on manufacturing capacity. Simultaneously, the launch of the Blackwell processor—designed for next-generation AI workloads—has accelerated adoption across all customer segments, with CFO Colette Kress noting it represents the “fastest ramp in company history.”

Wall Street remains cautiously bullish. Of 65 analysts surveyed in August, 89% maintain buy or strong buy ratings, with an average price target of $187. Loop Capital’s John Donovan raised his target to $250, citing robust demand from cloud providers and a projected $2 trillion data center GPU market by 2028. However, near-term uncertainty persists around Trump-era policy shifts, including a 90-point AI strategy aimed at deregulation and enhanced competition with China, which could influence export dynamics.

Competitive pressures are also emerging. Huawei’s CloudMatrix 384 AI system, unveiled at the World Artificial Intelligence Conference, has drawn comparisons to Nvidia’s H100, signaling growing domestic alternatives in China. While Nvidia’s dominance remains unchallenged in global AI infrastructure, the proliferation of homegrown solutions underscores the need for sustained innovation to maintain market share.

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