Editor's Note: Nvidia's Q1 results reveal both the incredible strength of AI demand and the devastating impact of geopolitical restrictions. While the company beat revenue and earnings expectations, export controls just eliminated what could have been $8 billion in additional guidance—and the implications for AI investors may be far more significant than the market realizes.
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Nvidia reported better-than-expected first-quarter earnings Wednesday evening, with revenue of $44.06 billion beating analyst estimates of $43.31 billion, but the AI chipmaker's stock jumped 6% in after-hours trading despite mixed guidance that revealed the massive financial impact of recent U.S. export restrictions on China.
Nvidia delivered earnings per share of 96 cents, surpassing Wall Street's estimate of 93 cents, driven primarily by its data center business which generated $39.1 billion in revenue—a staggering 73% increase year-over-year. The data center segment now accounts for 88% of Nvidia's total revenue, underlining the company's dominance in AI infrastructure.
Key Metric: Gaming revenue also showed strength at $3.8 billion, up 42% from the same period last year, while the company's automotive and robotics division grew 72% to $567 million.
Nvidia and its powerful chips are the face of artificial intelligence.
But while everyone's patting Nvidia on the back for record earnings…
It's quietly moved on to the next phase of AI it plans to conquer…
Nvidia recently unveiled essential blueprints for this crucial $1 trillion pivot.
Click here now and find out about the three companies Nvidia absolutely needs to succeed in this vital new AI frontier.
The company's second-quarter revenue guidance of approximately $45 billion fell short of analyst expectations of $45.9 billion, but CEO Jensen Huang revealed the guidance would have been about $8 billion higher without recent export restrictions on China-bound H20 chips.
Nvidia incurred a $4.5 billion charge related to excess H20 inventory and lost an additional $2.5 billion in first-quarter sales when the U.S. government informed the company that its previously-approved H20 processor would require an export license. Huang stated that China's $50 billion AI chip market is now "effectively closed to U.S." companies, representing a massive lost opportunity for future growth.
Despite the China setbacks, Nvidia's next-generation Blackwell chip architecture continues to see unprecedented demand, with management calling it "the fastest product ramp in Nvidia's history." Microsoft has already deployed tens of thousands of Blackwell GPUs and is expected to scale to hundreds of thousands of units, largely due to its partnership with OpenAI.
Profitability Impact: The company's gross margin of 61% would have reached 71.3% without the China-related charges, indicating strong underlying profitability in the core business.
Nvidia shares rose to $142.81 during the earnings call, bringing the stock within 5% of its January record high and marking its highest level in four months. The positive reaction suggests investors are looking past the China-related headwinds to focus on the company's dominant position in the global AI infrastructure buildout.
The company also returned $14.1 billion to shareholders through stock buybacks during the quarter, while net income increased 26% to $18.8 billion, demonstrating strong cash generation capabilities despite the regulatory challenges.
Nvidia recently surpassed $3.5 trillion in market cap for the first time.
It was only the second company ever to do so, after Apple.
And now Nvidia has it squarely in its sights.
Jensen Huang, Nvidia's CEO, has the AI juggernaut that could supplant Apple and become the world's most valuable company for the second time.
But here's the crazy thing …
Nvidia has only just begun.
Watch Now >>Tonight's results demonstrate both the tremendous opportunity and the significant risks facing AI investors in the current geopolitical environment. While Nvidia's core business shows remarkable strength with 73% data center growth and record-breaking product ramp speeds, the $8 billion impact from China restrictions shows how quickly regulatory changes can affect even the most dominant technology companies.
For investors seeking to navigate these volatile conditions, understanding which companies have the best positioning to weather geopolitical storms while capturing AI growth could be the difference between significant gains and devastating losses in the months ahead.
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It was only the second company ever to do so, after Apple.
And now Nvidia has it squarely in its sights.
Jensen Huang, Nvidia's CEO, has the AI juggernaut that could supplant Apple and become the world's most valuable company for the second time.
But here's the crazy thing…
Arijit Sengupta, founder and CEO of Aible, recently said this:
"We're maybe at 1% of where the AI adoption will be in the next two to three years."
That means, even though Nvidia has soared 198% last year alone…
It's still in the early innings.
Now, Nvidia has moved on to the next frontier of AI it intends to dominate.
And we believe the three companies partnering with Nvidia during this next stage of its AI supremacy are likely to benefit as well.
Learn more about Nvidia's "Silent Partners" today.
Silicon Valley's most secretive billionaire is making an unprecedented move. His focus on parallel processing infrastructure could create generational wealth for those who understand what's happening. May 28th will reveal whether you end up on the winning or losing side of tech's biggest wealth transfer.
Starlink's Starshield division secured a .8 billion contract with the National Reconnaissance Office in 2021. Pentagon officials now call it "an indispensable asset throughout the entire government sector" as more contracts pour in. This military foundation provides the stable cash flow Musk previously stated was necessary before taking Starlink public.
Apple shipped a staggering 600 tons of India-made iPhones to the US in March alone. Even Elon Musk, Trump's closest tech ally, is publicly rebelling against the administration's tariff stance. The August 12th deadline is creating a new class of supply chain winners.
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