News

Seeking Alpha17d
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 ...
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 ...
DATAQUEST12d
Nvidia beats Q1 expectations, warns of $8B Q2 hit from H20 China export curbs
Despite the setback, Nvidia still posted USD 4.6 billion in H20 chip sales during the first quarter, with China contributing ...
Grit Daily1d
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 ...
FingerLakes1.com12d
Trade War Tensions? Nvidia Keeps Climbing as Wall Street Bets on AI
Nvidia shares are rising Monday despite escalating U.S.-China trade tensions. Investors weigh the impact of export restrictions vs. strong AI-driven growth.
Nasdaq17d
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 ...