US EditionAI Chipmaker Nvidia Exceeds First-Quarter Earnings Projections
- Nvidia will report its first-quarter earnings on Wednesday for the period ending April 27, amid the ongoing impact of export restrictions on its H20 AI chip.
- The $5.5 billion writedown on H20 inventory followed U.S. Export limits largely preventing sales to China, with Nvidia surprised by the sudden enforcement despite earlier positive signals.
- Analysts predict revenue of about $43.3 billion, marking 66% growth year-over-year, while gross margins could fall from 71% to 58%, reflecting the writedown’s significant drag.
- David O’Connor of BNP Paribas indicated that the write-down corresponds to an estimated $15 billion loss in H20 revenue over the next year, while CEO Jensen Huang cautioned that export restrictions could accelerate China’s development of its own AI semiconductor technologies.
- Despite near-term headwinds, Nvidia continues to benefit from strong AI demand and Middle East deals, and analysts maintain a positive outlook, expecting recovery and growth later this year.
37 Articles
37 Articles
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