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Powering Ahead: Nvidia’s Record Quarter and the China Challenge

1 month ago 21
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May 29, 2025, 11:47:39 AM IST

Nvidia Delivers Another Blockbuster Quarter

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Nvidia Delivers Another Blockbuster Quarter

Nvidia posted a singular 69% year-over-year maturation successful income during the archetypal quarter, driven by surging request for AI chips globally. Despite geopolitical headwinds, the institution continues to predominate the artificial quality hardware space. (Source: Reuters)

Reuters

Emerging China Risks

In its latest regulatory filing, Nvidia highlighted caller risks arising from the U.S.–China tech standoff. The institution expressed interest that U.S. restrictions connected Chinese open-source AI models similar DeepSeek and Qwen, on with curbs connected connected conveyance technologies, could negatively interaction its operations, particularly arsenic its automotive spot concern begins to summation traction successful China.

Reuters

Export Rules successful  Flux

While Nvidia CEO Jensen Huang praised erstwhile President Donald Trump’s determination to rescind a Biden-era export regularisation that restricted the planetary travel of Nvidia chips, helium cautioned that the lack of a replacement regularisation introduces uncertainty. Moreover, helium criticized caller April restrictions from the Trump medication that halt the merchantability of Nvidia’s H20 spot successful China—once seen arsenic a cardinal maturation lever.

AP

Financial Impact of Export Limits

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Financial Impact of Export Limits

Nvidia estimates that the export restrictions outgo the institution $2.5 cardinal successful mislaid income successful the archetypal 4th alone. The institution projects an further $8 cardinal interaction successful the existent quarter. Notably, H20 spot income generated $4.6 cardinal successful gross arsenic Chinese customers stockpiled inventory up of the curbs. China accounted for 12...

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