NVIDIA (NVDA) will announce its fiscal first quarter score after Bell Wednesday, with the most anticipated profit message about the season.
Since the beginning of the year, NVIDIA reserves have been significantly fluctuated because the company has faced failures, starting with the Trump’s administration prohibition to transfer to China H20 tokens associated with the expected semiconductor rates.
However, the last minute resonance from Washington’s planned AI diffusion rule, which the biden administration has established to limit GPU’s sale to certain countries, and the most important reports on the Trump’s visit to the Middle East has increased the last 12 months on Thursday in the last 12 months.
The NVIDIA report is followed by the company’s display at the annual Computex Taipei shop in Taiwan, where new technologies such as the new cloud offer that provide customers to NVIDIA GPU through third -party providers, including CoreWeave (CRWV) and Foxconn (2354.TW).
NVIDIA is expected to announce a corrected profit per share (EPS) $ 0.88 for $ 43.3 billion. The company announced that it had adjusted $ 0.61 EPS for $ 26 billion in the same period last year.
Wall Street expects the NVIDIA data center revenue to be $ 39.2 billion compared to $ 22.5 billion, which increases to 74% a year. Game revenue, the second largest segment of the company, is expected to be $ 2.8 billion compared to $ 2.6 billion.
Read more: How does Nvidia make money?
Analysts expect Nvidia China’s revenue to get $ 6.2 billion, ie $ 150% more than $ 2.4 billion she sold in the region in the quarter of last year. The US is expected to be $ 21.6 billion in the company’s sales.
However, NVIDIA says it will have to write $ 5.5 billion taxes on Trump’s administration insurance to sell her H20 chip. The company announced the news in April. In the regulatory application.
NVIDIA specially designed the H20 to meet the restrictions on the biden administration for China’s chips. However, Deepseek sent shock waves through Washington and Wall Street when it proved that it could create powerful AI models using NVIDIA chips below. As a result, the Trump imposed stricter restrictions on the company’s chips after banning the sale of the H20 country.
According to Reuters, Nvidia is now working with a modified H20 version that meets the requirements of the Trump administration.
