From CNBC: 2025-05-27 13:24:00

Nvidia is experiencing significant growth from graphics processor sales, with AI infrastructure demand remaining strong. However, the company faces challenges due to U.S. export restrictions on its H20 chip designed for China, resulting in a $5.5 billion inventory writedown. Analysts predict a 66% revenue growth for the quarter, but uncertainties loom over future projections. Despite regulatory hurdles, Nvidia shares have rebounded, and CEO Jensen Huang remains optimistic about China’s market potential. The Trump administration recently rescinded the “AI diffusion rule,” easing some export restrictions, but questions linger about Nvidia’s H20 chip and China’s market access.



Read more at CNBC:: All eyes on China restrictions as Nvidia gets set for Q1 results