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's Hopper GPUs are now dead to the Chinese market after export controls that made the company take a 'multibillion-dollar write-off'
T here was more than the usual swell of anticipation for Nvidia's latest earnings call, primarily because the last quarter has been tumultuous in the wake of US tariffs and trade ...
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 ...
Money Morning3d
Is the U.S.-China Trade Framework Just What This Tech Giant Needed?
Nvidia (NVDA) emerged as a key beneficiary of the U.S.-China trade talks, with its stock climbing 0.9% yesterday to almost ...
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.
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 ...