From CNBC: 2025-05-28 12:00:00

Nvidia is set to reveal its fiscal first-quarter earnings, with Wall Street expecting earnings per share of 93 cents and revenue of $43.31 billion. Analysts predict that the AI chip giant will guide for 99 cents in adjusted earnings per share and $45.9 billion in sales for the July quarter. The company continues to see strong growth in sales of graphics processors and AI chips.

However, concerns arise regarding China, as the Trump administration requires Nvidia to obtain an export license for its H20 chip designed for the Chinese market. Nvidia will take a $5.5 billion writedown on inventory due to this restriction. CEO Jensen Huang has been promoting the company’s AI infrastructure to foreign countries and will address the geopolitical issues during the earnings call.

Investors are keen to see if Nvidia’s Blackwell generation of AI GPUs can meet the high demand and supply remains stable. Analysts are looking for the company to confirm strong demand for products like the GB200 racks. Wall Street expects a 66% growth in the April quarter, driven by sales to major cloud providers who are purchasing Nvidia’s chips to power data centers.

Hyperscalers like Microsoft and Meta have announced plans to continue investing heavily in AI technologies, further driving Nvidia’s growth. Despite a projected sharp deceleration in growth compared to last year, the company’s revenue is expected to show significant expansion. Investors will closely monitor Nvidia’s earnings call for insights into the company’s future outlook and the impact of geopolitical challenges.



Read more at CNBC:: Nvidia (NVDA) earnings report Q1 2026