NVIDIA (NVDA) will report its fiscal results from the first quarter after Bell on Wednesday at the most anticipated announcement of the profit for the season.
Nvidia’s shares have been hesitant wildly since the beginning of the year as the company has dealt with failures ranging from the Trump administration ban on shipments of its H20 chips related to China, for the fears related to the expected semiconductor tariffs.
But at the last minute, he withdraws from the planned AI diffusion rule in Washington, which was introduced by the Biden administration to limit GPU sales in certain countries, and the main investment messages during the Trump visit to the Middle East have pushed the price of NVIDIA shares to almost 40% to the last year.
The NVIDIA report follows the display of the company of the annual Tradeshow Computex Taipei in Taiwan, where it shows new technologies, such as its new cloud offering, which gives customers access to cloud versions of NVIDIA through third -country suppliers (23).
For the quarter, NVIDIA is expected to report a corrected profit per share (EPS) of $ 0.88 at $ 43.3 billion revenue, according to Bloomberg analyst consensus. The company reported an EPS corrected EPS of $ 0.61 at $ 26 billion in revenue last year.
Wall Street envisages revenue from the NVIDIA Data Center to reach $ 39.2 billion, compared to $ 22.5 billion, which works to 74% during the year increase. Game revenue, the company’s second largest segment, will reach $ 2.8 billion, with $ 2.6 billion.
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Analysts are planning to revenue from China to NVIDIA to come to $ 6.2 billion, which is 150% of $ 2.4 billion it sold in the region last year. The US is expected to represent $ 21.6 billion from the company’s sales.
Nvidia, however, says it will have to record $ 5.5 billion in fees related to the Trump administration ban on sales of its H20 chip. The company announced the news in April regulatory submission.
Nvidia has specifically developed the H20 to respond to Biden’s AI chips for China. But Deepseek sent shock waves through Washington and Wall Street when it proved it could produce powerful AI models using the best NVIDIA chips. As a result, Trump has imposed a further limit on the company’s chips, banning the sale of H20s in the country.
According to Reuters, Nvidia is already working on a modified H20 version that meets the requirements for the implementation of the Trump administration.
