The Ratings Game
A Bernstein analyst looked at Nvidia’s disclosures and came away with the view that many U.S. AI-server shipments seem to come from Mexico — meaning they could be exempt from the latest tariffs
Published: April 7, 2025 at 7:59 a.m. ET
Nvidia Corp.’s stock is poised for another decline as tariff fears drive a further market selloff. But Bernstein analyst Stacy Rasgon said there could be “one (small) silver lining” for the chip company.
Rasgon looked at Nvidia’s NVDA posted disclosures about its compliance with export regulations, and he surmised that some of the company’s U.S. artificial-intelligence server shipments come from Mexico.
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