All eyes on China restrictions as Nvidia gets set for Q1 results

Nvidia Continue to see massive growth by graphic sellers, with the property of artificial infrastructure that makes artificial intelligence does not make signs of fronts.

But for the Ai Chipmaker, the mood is leadership of the seller’s report that has been in recent neighborhoods. There is a big reason why: China.

April 9 has administered nvidaia a letter and told an exir of exterior, a version of the Chinese market that respects in Chinese restrictions.

Given the term Biden Biden, the US government has been concerned that you have aiit Chips from Nvidia and other semiconductive companies like Advanced micro advocate can be used to create supercomputer for opponents military purposes.

After new restrictions, Nvidia said that it would take a $ 5.5 billion Writownown on inventory. Analysts called the largest writer in the chip industry story. The potential impact on the future revenue is hefty.

“This inventory writing is involving $ 15 Billion H20 on a 12 months basis,” wrote O’Connor, an analyst to Tuesday.

For the fourth finish in April, analysts that hoping to report 66% of incompressed to $ 43 .28 billion, as per lsg. While this growth level is a lot higher than the scanning edge in each of the Segacap of Nvidia, marks a deceleration sudden a year, society registered growth of more than 250%.

Due to the new exporting license requirements, there is a lot of projection surrounding uncertainty for the rest of the year. Average analyst is by predicting the raising of the current quarter of 53%, with a number similar to a full-year-old year, which end in January.

Morgan Stanley analysis wrote to a report on Tuesday that nviida makes a greater shot of that expected.

“So while our thought has also been aMPed from the management team made of light after taking me prepaned indicative indicate,” Unham Italian “

The share shares have rest in the return after a hard start and are now up to 1% in 2025, while the NASDAQ is down to 1%.

Before this month, act of side by nvidia used a 95% matted by GPUS in China, but it is has been cut to 50% under chip restrictions. In a wire with the dry, NVIDI, nvidia reported $ 17.1 billion clients who had an address in China, including the largest fourth of the company.

Huang has supported in Nvidaia’s Chivii’s Weeks in China

Nvidia had some good news regulated in May, when Trump Administration announced was Rescindenza The “RULE OF AI”, that is also involved even more restrictions on the exports of the Chips in China and other countries. Nvidia and AMD options the restrictions.

However, Trump administration has not all over the return of Nvidia exports, saying to the moment I was thinking about a new, simpler replacement.

Morgan Stanley’s Facts are waiting for the replacement of Nvidia’s replacement and his china plans after the earnings report of this week. They noticed that NVIDIA is lobbying for licenses to ship the H20, which may be granted Under the current system. I am

“There is a conversation that should be of what eventually it will be allowed in China – but probably not on this earning call”, wrote.

Wat: Wait for nvidia guide to be “better than fear”