NVIDIA Corporation (NVDA)
Sovereign AI, data centers, chips - why Nvidia is betting big on India
Parv Sharma, Senior Analyst at Counterpoint Research says India offers a promising long-term play for Nvidia if China continues to be shut out to the company. He highlights the country's sovereign AI push, massive data center buildout, and a potential co-developed data center chip as key growth drivers.
NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions
To comply with the U.S.' restrictions on exporting advanced semiconductor technology to China, chipmakers NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China, Taiwanese tech publication Digitimes reported, citing supply chain sources.
The 3 biggest takeaways from Nvidia's Q1 earnings call: China, China, China
Nvidia's revenue for Q1 beat Wall Street's expectations despite China restrictions. CEO Jensen Huang provided sobering remarks on the impacts of losing the Chinese market.
Nvidia flexes AI muscle with record Q1, shrugs off China hit
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) reported a blockbuster start to the 2026 financial year, posting a record US$44.1 billion in revenue for the first quarter – up 69% year-on-year – despite taking a multibillion-dollar hit from US-China trade tensions. The results blew past analyst expectations, showcasing how strong demand for the chipmaker's artificial intelligence (AI) infrastructure is more than compensating for lost sales to China.
Nvidia Is Better Prepared For The Future Than Competitors
Nvidia is better prepared for the future than competitors, with unmatched growth, dominant GPU rental market position, and early adaptation beyond Moore's Law. Nvidia's revenue growth has far outpaced Intel and AMD, driven by massive deals like Oracle's $40B Blackwell chip order and strong cloud partnerships. Innovative practices—like "speed of light" project management, AI-driven chip design, and heavy R&D investment—keep Nvidia ahead of industry peers.
NVIDIA Corporation (NVDA) Q1 2026 Earnings Call Transcript
NVIDIA Corporation (NASDAQ:NVDA ) Q1 2026 Earnings Conference Call May 28, 2025 5:00 PM ET Company Participants Toshiya Hari - Investor Relations Colette Kress - Executive Vice President & Chief Financial Officer Jensen Huang - President & Chief Executive Officer Conference Call Participants Joe Moore - Morgan Stanley Vivek Arya - Bank of America Securities CJ Muse - Cantor Fitzgerald Ben Reitzes - Melius Timothy Arcuri - UBS Operator Good afternoon. My name is Sarah, and I will be your conference operator today.
Here's why Nvidia's stock is climbing despite a disappointing forecast
Investors are embracing a “keep calm and carry on” attitude as Nvidia shows a healthy business outside of China, with big growth opportunities ahead.
Nvidia: The AI Windfall Continues, But Forward Return Looks Unappealing
Nvidia Corporation delivered strong Q1 FY2026 results, beating consensus estimates despite suffering a significant hit from US export controls. While gross margin trends were still negative, Blackwell is scaling nicely, and management expects a rebound in the back half of 2025. Management's Q2 FY2026 outlook fell short of consensus estimates; however, the demand picture for AI chips looks robust for now.
Nvidia Takes $4.5B Inventory Charge Due to Chip Trade Policy
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 artificial intelligence (AI) infrastructure accelerates. The new rules require U.S. chipmakers to secure licenses before shipping certain advanced devices to China.
Nvidia (Finally) Missed; Time To Buy With Ease (Rating Upgrade)
Nvidia (Finally) Missed; Time To Buy With Ease (Rating Upgrade)
Hopper Is No Longer An Option, But That Is Okay: Upgrading Nvidia To A Buy
Nvidia Corporation's Q1 '26 earnings beat expectations, but guidance missed due to China chip restrictions. Still, the stock moved over 5% higher in extended trading on Wednesday. China remains a significant uncertainty, but robust demand for Blackwell products and global AI infrastructure ambitions support my bullish case. Despite valuation being less attractive than in April, Nvidia's leadership in AI and strong product roadmap make it a buy in my books.
Nvidia CEO Jensen Huang: We are going to keep dialogue going with the Trump administration
Nvidia CEO Jensen Huang joins 'Mad Money' host Jim Cramer to talk quarterly results, recent reports the Trump administration is trying to block chip sales to China, what's ahead for the company, and more.
