The headlines sound exciting — Nvidia (NVDA) ramping up U.S. investment after a White House invite — but don’t ignore the risks under the surface.
Higher Costs: Building and operating in the U.S. is significantly more expensive than in Asia. Margins could take a hit.
Execution Challenges: Talent shortages, regulatory red tape, and supply chain bottlenecks in the U.S. could slow Nvidia’s ambitions.
Political Overhang: Closer government ties could also mean closer scrutiny — think antitrust pressures or export restrictions.
In short: While the optics are positive, investors should stay grounded. A bigger U.S. footprint could weigh on Nvidia's profitability before it boosts it.
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