62 Sources
[1]
Nvidia expects to lose billions in revenue due to H20 chip licensing requirements | TechCrunch
As Nvidia reports earnings for the first quarter of its fiscal year 2026, which closed on April 28, the company has released numbers on how the Trump administration's recent chip export restrictions are affecting business. Nvidia reported that it incurred a $4.5 billion charge in Q1 due to
[2]
Nvidia posts record $44 billion revenue, H20 export ban bites as gaming rises
Nvidia on Wednesday disclosed its financial results for the first quarter of its fiscal 2026, posting revenue of $44.062 billion, its best quarter ever. The company's sales increased almost across the board both in terms of quarter-over-quarter and year-over-year comparisons. As the company ramped
[3]
Trump trade policy to cost Nvidia $10.5B in lost revenues
US export controls blocking the sale of Nvidia's H20 GPUs to will cost the company $10.5 billion in lost revenues in the first half of the 2026 fiscal year, executives revealed on Wednesday's Q1 earnings call. The export rules, which went into effect in April, effectively cut Nvidia off from the
[4]
Nvidia quarterly revenue surges nearly 70% on AI boom
Nvidia reported a nearly 70 per cent surge in quarterly revenues, as the boom in spending on artificial intelligence chips continued despite rising economic uncertainty and export controls that have dented the chip company's China sales. Nvidia on Wednesday reported revenue of $44.1bn for the
[5]
Nvidia forecasts second-quarter revenue below estimates
May 28 (Reuters) - Nvidia (NVDA.O), opens new tab forecast second-quarter revenue below market estimates on Wednesday, expecting a major hit to sales from tighter U.S. curbs on exports of its AI chips to key semiconductor market China. The artificial intelligence market bellwether expects revenue
[6]
All eyes on China restrictions as Nvidia gets set to report results
Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21, 2025. Nvidia continues to see massive growth from sales of graphics processors, with demand for artificial intelligence infrastructure showing no signs of cooling. But for the AI chipmaker, the
[7]
Nvidia CEO Jensen Huang hammers chip controls that 'effectively closed' China market
As pleased as Wall Street was with Nvidia's quarterly results on Wednesday, CEO Jensen Huang said the company is leaving billions of dollars in revenue on the table because it can no longer sell to China. "The $50 billion China market is effectively closed to U.S. industry," Huang told analysts at
[8]
3 key takeaways from Nvidia's earnings: China blow, cloud strength and AI future
China could be a $50 billion market for Nvidia, but U.S. export controls are getting in the way Nvidia expects to sell about $45 billion in chips during the July quarter, it revealed on Wednesday, but that's missing about $8 billion in sales that the company would have recorded if not for the U.S.
[9]
Nvidia weathers tariff uncertainty as revenues surge
Nvidia was the last major tech firm to report during a strong earnings season for tech companies whose shares have surged in recent weeks. Tech stocks, including Nvidia, had previously plummeted in April amid uncertainty over US President Trump's tariff policies. On Wednesday, Nvidia said it had
[10]
Nvidia's Revenue Jumps to $44.1 Billion Despite A.I. Chip Controls
Sign up for the On Tech newsletter. Get our best tech reporting from the week. Get it sent to your inbox. Nvidia's business prospects have been whipsawed by the U.S. government lately. Last month, the government blocked the sale of artificial intelligence chips to China. Weeks later, it approved
[11]
NVIDIA Announces Financial Results for First Quarter Fiscal 2026
NVIDIA (NASDAQ: NVDA) today reported revenue for the first quarter ended April 27, 2025, of $44.1 billion, up 12% from the previous quarter and up 69% from a year ago. On April 9, 2025, NVIDIA was informed by the U.S. government that a license is required for exports of its H20 products into the
[12]
Nvidia beats estimates for Q1 results as revenues rise 69% from a year ago
Nvidia, the AI and graphics chip company driving societal changes with AI, reported revenue for the first quarter ended April 27, 2025, was $44.1 billion, up 12% from the previous quarter and up 69% from a year ago. On April 9, 2025, the U.S. government told Nvidia that a license is required for
[13]
Wall Street expects growth from Nvidia even as Trump nixes $15bn in revenue
The chip-manufacturing company, widely seen as a bellwether for AI business, is expected to report its earnings Nvidia is set to report its first quarter earnings after the bell on Wednesday. The company is a bellwether for the business of artificial intelligence, both in its cutting-edge hardware
[14]
Nvidia under pressure to show growth despite Trump tariffs
Why it matters: With U.S. export restrictions for AI chips tightening, Nvidia finds itself in a revenue pickle -- trying to maintain as much business as possible in China while appeasing the American government. The big picture: "The big question for tomorrow is what type of dent has the Trump
[15]
Nvidia's earnings surged but chip export restrictions dealt a blow
Why it matters: Nvidia has become a bellwether stock for the AI economy as tech companies invest heavily in product development and data center capability, powering Nvidia's rise. By the numbers: The company Wednesday posted revenue of $44.1 billion for its first quarter, up 69% from a year ago
[16]
Nvidia to release cheaper Blackwell AI chip in China to work around U.S. restrictions: Report
Nvidia's (NVDA) delicate dance in China continues. Amid U.S. export restrictions on its advanced AI chips, the chip giant valued at $3.3 trillion is reworking its product line -- again -- to maintain its hold on one of its most important markets without crossing Washington. Reuters (TRI), citing
[17]
Nvidia beats on earnings again -- even while it's locked out of China
After the bell on Wednesday, the $3.3 trillion chipmaker reported $44.1 billion in revenue for the fiscal first quarter, up 69% from the same period a year ago, and the company reported a $18.78 billion profit. Analysts had forecasted a revenue surge to $43.26 billion. Adjusted earnings per share
[18]
Nvidia's China problem is big. Just not big enough to stop it
Most companies can't shrug off an $8 billion loss. Then again, most companies aren't Nvidia (NVDA). On Wednesday's first-quarter earnings call, Wall Street zeroed in on Nvidia's obvious weak spot: China. Thanks to U.S. export restrictions, Nvidia's custom-built H20 chips, designed to skirt earlier
[19]
Nvidia earnings beat expectations despite US export controls
Nvidia on Wednesday reported earnings that topped market expectations, with a $4.5 billion hit from US export controls being less than the Silicon Valley chip juggernaut had feared. However, Nvidia Chief Financial Officer Colette Kress warned in an earnings call that export constraints are
[20]
Nvidia earnings beat expectations despite US export controls
San Francisco (AFP) - Nvidia on Wednesday reported earnings that topped market expectations, with a $4.5 billion hit from US export controls being less than the Silicon Valley chip juggernaut had feared. However, Nvidia Chief Financial Officer Colette Kress warned in an earnings call that export
[21]
Nvidia shares surge as earnings beat despite chip export restrictions
Nvidia reported first-quarter earnings for fiscal year 2026 that exceeded market expectations and provided an upbeat outlook for the current quarter. This comes despite an estimated $8 billion (€7.1 billion) loss due to US chip export restrictions affecting sales to China. Nvidia's share price
[22]
Nvidia results spark global chip rally
Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21.I-Hwa Cheng / AFP - Getty Images Nvidia shares jumped on Thursday after posting a positive set of earnings, sparking a rally in global semiconductor stocks. Shares of Nvidia were 6% higher after
[23]
Nvidia's Hopper GPUs are now dead to the Chinese market after export controls that made the company take a 'multibillion-dollar write-off'
(Image credit: Walid Berrazeg/SOPA Images/LightRocket via Getty Images) There 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 restrictions. On this front, and despite the
[24]
Nvidia delivers another earnings and revenue beat on rampant data center growth - SiliconANGLE
Nvidia delivers another earnings and revenue beat on rampant data center growth Nvidia Corp.'s shares were moving higher in extended trading after the company reported better-than-expected earnings and revenue, with its data center business growing 73% year-over-year. The growth was impressive
[25]
The $50 Billion Market That's Haunting NVIDIA | AIM
"China's AI moves on with or without U.S. chips. It has to compute to train and deploy advanced models." NVIDIA chief executive Jensen Huang is fretting. This is evident in the loss of opportunity to do business in China, one of the world's leading AI markets with a $50 billion opportunity. In
[26]
Nvidia's first quarter earnings boom despite chip curbs
Nvidia founder and CEO Jensen Huang. Image: Simon Liu/Flickr (CC BY 2.0) The company expects to lose out on $8bn in revenue from US restrictions to chip exports. Chipmaking giant Nvidia reported a strong first quarter, with revenue up 69pc year-on-year as the global demand for its AI chips
[27]
Nvidia's chief says U.S. chip controls on China have backfired
TAIPEI, Taiwan -- Lawmakers in Washington have worked for years to limit China's access to the cutting-edge computer chips needed for advanced artificial intelligence, particularly those made by Nvidia, America's leading chipmaker. But according to Nvidia's chief executive, Jensen Huang, those
[28]
Nvidia overcomes tariff-driven turbulence to deliver results that eclipsed analyst projections
SAN FRANCISCO -- Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human. The results announced Wednesday for the
[29]
Nvidia posts mixed Q1, predicts $8B hit with US chip curbs
Nvidia shares have jumped nearly 5% after-hours after the chipmaker's Q1 results beat estimates on revenue but fell short on earnings. Chip-making giant Nvidia has posted mixed results in its first quarter earnings, beating Wall Street expectations on revenue but missing predictions on its income
[30]
Nvidia overcomes tariff-driven turbulence to deliver Q1 results that eclipsed projections
SAN FRANCISCO (AP) -- Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human. The results announced Wednesday for the
[31]
NVIDIA to lose billions in H20 GPU sales, Jensen warns of an AI backfire
As an Amazon Associate, we earn from qualifying purchases. TweakTown may also earn commissions from other affiliate partners at no extra cost to you. President Trump's new export guidelines went into effect in April, and NVIDIA, the GPU powerhouse that is powering the massive push into AI through
[32]
Nvidia Overcomes Tariff-Driven Turbulence to Deliver Results That Eclipsed Analyst Projections
SAN FRANCISCO (AP) -- Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human. The results announced Wednesday for the
[33]
Nvidia beats expectations with strong quarterly earnings despite export controls
Nvidia posted strong quarterly earnings Wednesday, beating Wall Street's expectations despite new export controls imposed by the Trump administration limiting the sale of some of its advanced chips to China. The powerhouse chipmaker, which is central to the artificial intelligence (AI) boom, saw
[34]
Nvidia stock rises after earnings announcement despite Chinese AI market cutoff
The company recorded the revenue increase despite a $4.5 billion charge associated with excess inventory and purchase obligations after export restrictions were placed on the H20 chip designed for the Chinese market by the Trump administration. Nvidia CEO Jensen Huang said on the company's
[35]
Wall Street Is Betting Nvidia Can Outrun Geopolitics
"Global demand for NVIDIA's AI infrastructure is incredibly strong," CEO Jensen Huang said in a statement. "AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate." Indeed, U.S. hyperscalers like Microsoft,
[36]
Nvidia's Revenue Hits Record High, But China Sales Restrictions Squeeze Profits
Nvidia's (NVDA) first-quarter revenue rose to a record high, topping analysts' expectations, but earnings missed as the chipmaker took a hit from new export curbs. Nvidia reported adjusted earnings of 81 cents per share on revenue that jumped 69% year-over-year to a record $44.06 billion. The
[37]
Nvidia, Other Chip Stocks Slide Amid Worries About US-China Trade Tensions
Kara Greenberg is a senior news editor for Investopedia, where she does work coordinating, writing, assigning, and publishing multiple daily and weekly newsletters. Prior to joining Investopedia, Kara was a researcher and editor at The Wire. Earlier in her career, she worked in financial compliance
[38]
Nvidia Posts Record Revenue But Faces $4.5B Hit from China Chip Ban
Nvidia closed out its first fiscal quarter with strong earnings that beat Wall Street expectations, but CEO Jensen Huang said tightening export restrictions on the company's A.I. chips to China have effectively shut Nvidia out of one of the world's largest A.I. markets. Sign Up For Our Daily
[39]
Nvidia reports record-breaking $44 billion revenue as AI chip demand skyrockets despite China export ban
Nvidia (NASDAQ: NVDA), the world's leading maker of AI semiconductors, blew past Wall Street expectations on Wednesday(May 29), reporting record-breaking revenue and data center sales that underscored the insatiable global demand for artificial intelligence infrastructure. Despite geopolitical
[40]
AI chipmaker Nvidia's revenue jumps 69% to $44.1 billion
Nvidia said Wednesday that sales in its most recent quarter rose 69% from a year earlier to $44.1 billion. Its net income rose 26% to $18.78 billion. The company exceeded Wall Street's expectations for sales of $43.28 billion, but fell short of predictions for a profit of $19.49 billion. Nvidia's
[41]
Nvidia shares rise as sales hit from China export curbs not as bad as feared
Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company's current quarter, forcing the company to offer a forecast below Wall Street estimates on
[42]
NVIDIA Stock Skyrockets By 5.5% In After Hours As Firm Beats Q1 Revenue Estimates
This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Chip designer NVIDIA Corporation's shares soared in aftermarket trading after its revenue and earnings for the first fiscal quarter beat analyst estimates.
[43]
Jensen Huang Says Biden-Era 'Export Control' Was A Failure: 'If They Don't Have Enough Nvidia, They Will Use Their Own' - NVIDIA (NASDAQ:NVDA)
Nvidia NVDA CEO Jensen Huang erupted at U.S. chip export restrictions during a closed-door media roundtable at Computex 2025, calling the Biden-era rules "a failure" that slashed the company's China market share in half and forced a multibillion-dollar write-off of unsellable H20 GPUs. What
[44]
Nvidia Q1 Highlights: China Export Ban Hits Results But Jensen Huang Says Demand 'Incredibly Strong' - NVIDIA (NASDAQ:NVDA)
NVIDIA Corporation NVDA reported first-quarter financial results after market close Wednesday. Here are the key highlights. Nvidia's Key Q1 Figures: Nvidia reported first-quarter revenue of $44.1 billion, up 69% year-over-year and up 12% from the fourth quarter. The revenue beat a Street
[45]
Nvidia eases concerns about China with upbeat sales forecast
Nvidia Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for "exponential growth." The company expects revenue of about $45 billion in its second fiscal quarter, which runs
[46]
Is Nvidia a Buy? | The Motley Fool
Here's a look at Nvidia's latest quarterly earnings and management's outlook. Nvidia (NVDA -2.85%) just delivered another record-breaking quarter, sending its stock up 5% and tying Microsoft as the most valuable publicly traded company by market capitalization, at the time of this writing. Despite
[47]
Is Nvidia Stock a Bargain? | The Motley Fool
In a year where artificial intelligence (AI) continues dominating headlines and enterprise spending, one might expect the sector's undisputed leader to be posting spectacular gains. Instead, Nvidia (NVDA 2.01%) has delivered a surprisingly modest 2.3% return year to date as of this writing, barely
[48]
Prediction: Nvidia Stock Will Soar in 2025 (and It's Due to This 1 Number) | The Motley Fool
Nvidia (NVDA -2.85%) has already delivered spectacular gains for investors, advancing more than 1,400% over the past five years. This is thanks to the company's dominant position in the artificial intelligence (AI) revolution and the resulting explosion in earnings growth. Quarter after quarter,
[49]
Is Nvidia Stock a Buy Now? | The Motley Fool
Nvidia (NVDA -2.85%) may be the most watched stock in the market, as it's a bellwether for artificial intelligence (AI) buildout progress. Most of Nvidia's revenue comes from graphics processing units (GPUs) installed in data centers to handle AI workloads. As long as Nvidia continues posting solid
[50]
Better Artificial Intelligence Stock: Nvidia vs. AMD | The Motley Fool
Even with new export controls cutting off a vital market in China, demand for advanced chips used to power artificial intelligence (AI) infrastructure remains high. While there is a growing market for custom AI chips, the most commonly used chips for running AI workloads are graphics processing
[51]
Why Nvidia Stock Dropped to End the Week | The Motley Fool
Investors may have thought they missed out after Nvidia (NVDA -2.85%) shares popped yesterday from its fiscal 2026 first-quarter earnings report. But what a difference a day makes. Anyone who regretted missing yesterday's gains has another chance. Nvidia stock ended Friday's session down 2.9%,
[52]
Jensen Huang Just Delivered a Startling Message About Nvidia's Future in China | The Motley Fool
To use an old saying, the world was Nvidia's (NVDA -2.85%) oyster. The company reached out to global markets as it wished, selling its top artificial intelligence (AI) chips and generating explosive growth. But in more recent times, the U.S. -- beginning with the administration of former President
[53]
Prediction: Nvidia Will Beat the Market. Here's Why | The Motley Fool
Nvidia (NVDA 1.69%), the world's largest producer of discrete graphics processing units (GPUs), saw its stock surge 25,250% over the past 10 years as the S&P 500 advanced less than 180%. From fiscal 2015 to fiscal 2025 (which ended this January), its revenue rose at a compound annual growth rate
[54]
Nvidia Takes $4.5B Inventory Charge Due to Chip Trade Policy | PYMNTS.com
Nvidia posted $44.06 billion in Q1 revenue, up 69% year over year, with data center revenue jumping 73% to $39.1 billion. Nvidia CEO Jensen Huang told analysts Wednesday (May 28) that recent U.S. export-control changes are reshaping the company's growth plans in China even as global demand for
[55]
Nvidia shares pop on strong AI demand despite hit from China chip...
Nvidia reported strong demand for its AI chips and solid first-quarter results on Wednesday, providing some relief to anxious investors who have come to see the world's leading chip supplier as a bellwether for the overall tech industry. The Jensen Huang-led company reported earnings of 96 cents
[56]
Nvidia Asian suppliers rise on upbeat Q1 earnings, limited China impact By Investing.com
Investing.com-- Shares of Nvidia's Asian suppliers rose on Thursday after the artificial intelligence major clocked strong first-quarter earnings and flagged a limited impact from stricter U.S. curbs on sales to China. Chipmakers and chip-related stocks were the top performers, extending gains
[57]
Chip stocks rise as Nvidia eases China demand concerns By Investing.com
Investing.com -- Shares of semiconductor companies are rising premarket on Thursday after Nvidia (NASDAQ:NVDA) offered an earnings outlook that, while impacted by U.S. export restrictions, was not as dire as some investors feared. The move came after Nvidia reported stronger-than-expected
[58]
Nvidia forecasts revenue below estimates as US restrictions cost $8 billion in sales
(Reuters) - Nvidia beat sales expectations during its fiscal first quarter but forecast second-quarter revenue below market estimates on Wednesday, expecting an $8 billion hit to sales from tighter U.S. curbs on exports of its AI chips to key semiconductor market China. Shares of the world's most
[59]
Nvidia expects $8 billion hit from US chip rules; forecast misses estimates
(Reuters) -Nvidia beat sales expectations during its fiscal first quarter but forecast second-quarter revenue below market estimates on Wednesday, expecting an $8 billion hit to sales from tighter U.S. curbs on exports of its AI chips to key semiconductor market China. Shares of the world's most
[60]
Nvidia shares rise as sales hit from China export curbs not as bad as feared
(Reuters) -Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company's current quarter, forcing the company to offer a forecast below Wall Street
[61]
Nvidia: Q1 EPS up a third
Artificial intelligence (AI) chip giant Nvidia on Wednesday evening reported adjusted (non-GAAP) earnings per share of $0.81 for Q1 2025-26, up 33% y-o-y. Excluding a $4.5bn charge related to US requirements on exports of H20 products to China and the associated tax effects, adjusted EPS would
[62]
Nvidia shares jump after blockbuster earnings report
STORY: Shares of Nvidia jumped more than 6% in Thursday morning trading, a day after the AI bellwether reported a blockbuster 69% surge in quarterly sales. The higher-than-expected sales growth was driven by customers stockpiling AI chips ahead of U.S. export restrictions on China. The company,
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Nvidia reports record Q1 FY2026 revenue of $44.1 billion but faces significant losses due to U.S. export restrictions on its H20 AI chips to China. The company expects a $10.5 billion revenue hit in the first half of FY2026 while transitioning to its new Blackwell architecture.
Nvidia reported a stellar first quarter for its fiscal year 2026, with revenue reaching $44.062 billion, marking a 69% increase year-over-year and a 12% rise quarter-over-quarter
2
. This performance was primarily driven by the surging global demand for AI infrastructure, with the company's data center revenue setting a new record of $39.112 billion2
.
Source: PC Gamer
Despite the strong overall performance, Nvidia faces significant challenges due to the Trump administration's recent chip export restrictions. The company reported a $4.5 billion charge in Q1 related to licensing requirements impacting its ability to sell H20 AI chips to companies in China
1
. Additionally, Nvidia was unable to ship an additional $2.5 billion of H20 revenue in the quarter due to these restrictions1
.The impact of the export restrictions is expected to continue into Q2, with Nvidia forecasting an $8 billion hit to the company's revenue
1
. In total, the export controls are projected to cost Nvidia $10.5 billion in lost revenues for the first half of the 2026 fiscal year3
. Despite these challenges, Nvidia expects Q2 revenue of approximately $45.0 billion ± 2%2
.
Source: Inc.
Nvidia highlighted the strong momentum in its new Blackwell-based systems, with the NVL72 GB200 machines ramping to full-scale production during the quarter
2
. CEO Jensen Huang stated, "Our breakthrough Blackwell NVL72 AI supercomputer -- a 'thinking machine' designed for reasoning -- is now in full-scale production across system makers and cloud service providers"2
. Blackwell contributed nearly 70% of data center compute revenue in the quarter3
.Nvidia's gaming products achieved record-breaking revenue of $3.8 billion, a 48% increase from the previous quarter and a 42% rise year-over-year
2
. The professional visualization business reported revenue of $509 million, while the automotive and robotics segment earned $567 million2
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Source: Motley Fool
CEO Jensen Huang expressed concerns about the potential backfire of U.S. trade policies, stating, "China's AI moves on with or without US chips. The question is not whether China will have AI; It already does. The question is whether one of the world's largest AI markets will run on American platforms"
3
. Nvidia is exploring limited ways to compete in the Chinese market, including the potential development of a cut-down version of its RTX Pro 6000 cards for Chinese buyers3
.Despite the challenges posed by export restrictions, Nvidia's stock rose nearly 5% in after-hours trading
3
. The company aims to reach mid-70% gross margins later in the year, reflecting an improving product mix and normalization after the Q1 inventory charge related to unsellable H20 units2
. Nvidia continues to see strong demand for its AI infrastructure, with major hyperscalers each deploying nearly 72,000 Blackwell GPUs per week3
.Summarized by
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