All eyes belonging to Chinese restrictions as Nvidia’s Q1 is set up for Q1

Nvidia It continues to see mass growth from the sale of graphic processors requiring artificial intelligence infrastructure.

However, the AI ​​began a profit report on Wednesday, more than in the last quarter of the mood for ChipMaker. There is a great reason for this: China.

On April 9, Trump management sent a letter to NVIDIA, and that it requires an export license for a version of the H20 Chip of the H20 Chip, which is specially prepared in accordance with the previous restrictions.

President Joe Bayden’s term worried about AI chips from the US government NVIDIA and other semiconductors Advanced micro devices The enemy can be used to create supercomputers for military purposes.

After the new restrictions, Nvidia said it would receive it Do not write $ 5.5 billion over inventory. Analysts called him the biggest written in the history of the chip industry. The potential impact on future revenues is great.

“Deleting this inventory, a 12-month h20 billion dollar revenue, a 12-month income, an analyst in the BNP Pariban on Tuesday, an analyst.

According to LSEG, in April, the analysts expect analysts to send 66% of NVIDIA to $ 43.28 billion to $ 43.28 billion. This growth rate is higher than the expansion of any of NVIDIA MegaCap peers, a year ago, celebrating a sharp slowdown when the company note More than 250% increase.

According to the requirements of the new export license, there are many uncertainty forecasts for the rest of the year. Average analytical assessment, an increase in 53% in the current quarter, a number of expected in a similar number for the full financial year ended in January.

Morgan Stanley analysts wrote in a report that Nvidia met with a larger shot than expected on Tuesday.

“At this time, this was the fact that it was expected by the least partial management group, and the company’s H20 will be good, and after the ban on the material surprise,” he said, “he said.

NVIDIA shares jumped late after a rough start during the year, and in 2025, about 1%, and about 1% less.

At the beginning of this month, Nvidia CEO Jensen Huang, 95% of the graphic processing units in Taiwan in China had a market share, but this Cut to 50% under chip restrictions. In February, this is a merger with the Securities and Exchange Commission, this is a $ 17.1 billion sales of $ 17.1 billion in sales, including Hong Kong, including Hong Kong, said it was $ 17.1 billion in sale.

Huang will keep engineers there to get acquainted with their processors in recent weeks in recent weeks, to get acquainted with their processors, increase the country’s EU semiconductor ecosystem and threaten the US technological management.

Nvidia received good regulation news when it declares that it is Trump management in May elimination AI chips “AI diffusion procedure”, which causes more restrictions to export China and other countries. Nvidia and AMD opposed to restrictions.

However, the Trump management did not fully remove the export of NVIDIA, in which time it is a new, simpler substitution for diffusion, he said.

Morgan Stanley analysts, NVIDIA replacement H20 and this week after the earnings report of this week. They noted that it is lobbying for licenses to send NVIDIA H20, which can be given Under the existing system.

“There is a conversation that China will finally be allowed – but probably the call of this earnings” wrote.