HomeAbout

TL;DR CNBC


3 key takeaways from Nvidia's earnings: China blow, cloud strength and AI future - TL;DR CNBC

3 key takeaways from Nvidia's earnings: China blow, cloud strength and AI future

Publishing timestamp: 2025-05-29 12:55:31


Summary

Nvidia reported strong fiscal first-quarter earnings, missing out on $2.5 billion in sales due to China export restrictions on H20 chips. CEO Jensen Huang expressed concerns about U.S. export controls driving AI talent to use Chinese chips. Despite challenges, Nvidia's data center division continues to surge, with cloud providers making up half of its revenue. The company is considering options for new products to sell in the Chinese market.


Sentiment: MIXED

Tickers: MSFTGOOGLAMZNNVDAORCL

Keywords: breaking news: technologybusiness newsapple incmobilenvidia corpchinajpmorgan chase & coalphabet incoracle corpunited statestechnologybusinessmicrosoft corpamazon.com inc

Source: https://www.cnbc.com/2025/05/29/nvidia-stock-earnings-china.html


Developed by Leo Phan