Nvidia, Q1
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China market is home to 50% of world's AI researchers
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Nvidia CEO Jensen Huang had a lot to say about the China restrictions and praised President Donald Trump during the company's Q1 earnings call.
Nvidia missed out on $2.5 billion in additional revenue during the first quarter of this year, after the Trump administration placed fresh restrictions on exports of its H20 artificial intelligence chips to China last month.
The Nvidia CEO said he trusts President Donald Trump to have a plan with export controls — even though it marks the end of its Hopper business in China. “The key is to understand the limits and see if we can come up with interesting products that could continue to serve the Chinese market,
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 topped earnings expectations in its most recent quarter as AI chip demand continues to fuel growth for the company despite concerns about mounting U.S.-to-China export restrictions. 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,
While many analysts still count Nvidia as a top tech pick, they're also cautious on overhangs related to China restrictions and tariffs.
Nvidia investors will want to hear how new U.S. government rules are impacting the still-meteoric growth of the AI chip business.