News

Nvidia says America’s trade war with China is hurting revenue, warning Trump’s tariffs have added a big ‘unknown’ to its future outlook
CEO Jensen Huang clarified the company’s China sales are half of what they were before the U.S. implemented export ...
Seeking Alpha16d
Nvidia signals $45B Q2 revenue outlook while navigating China export controls and AI infrastructure surge
Colette Kress, Executive Vice President & Chief Financial Officer, reported "revenue of $44 billion, up 69% year-over-year, exceeding our outlook ... export controls on the H20 GPU for the China ...
Grit Daily12h
Kam Thindal on Nvidia’s Latest AI Surge, and Why Infrastructure Is Now the Smartest Bet in Global Markets
Kam Thindal of Core Capital Partners unpacks Nvidia’s record earnings, the rise of sovereign AI infrastructure, and why AI ...
Mercury News15d
Nvidia eases concerns about China with upbeat sales forecast
RELATED: Nvidia CEO warns that Chinese AI rivals are now ‘formidable’ The outlook shows ... “Regulators in China are investigating whether complying with applicable US export controls ...
Nasdaq16d
Nvidia (NVDA) Faces Headwinds from AI Chip Export Restrictions as Revenue Outlook Disappoints
Nvidia (NVDA) reported stronger-than-expected first-quarter sales but issued a cautious outlook for the current ... loss from new U.S. chip export curbs to China. Company initially anticipated ...
Nvidia: After A 50% Run, Near-Term AI Spending Outlook Remains Uncertain (Rating Downgrade)
Nvidia's 2Q FY2026 outlook indicates the H20 headwind persists, with an $8B inventory write-off expected. Read why I ...
The 3 biggest takeaways from Nvidia's Q1 earnings call: China, China, China
Nvidia CEO Jensen Huang had a lot to say about the China restrictions and praised President Donald Trump during the company's ...
MarketWatch16d
Nvidia's revenue outlook is slightly below expectations, and expenses are set to rise
Nvidia provided a revenue outlook for the fiscal second quarter ... a loss of about $8 billion in H20 revenue from export limitations to China. Gross margin for the current quarter is ...
Nvidia earnings: Raising Fair Value as export controls aren’t slowing it down
We’re encouraged by Nvidia’s revenue growth despite being blocked from selling H20 products (custom-built for China’s ...