Overview
- Wall Street expects Nvidia to report $43.31 billion in fiscal first-quarter revenue and 93 cents in adjusted EPS after markets close
- The Data Center division is projected to drive the bulk of sales, highlighting continued appetite from cloud providers and AI startups
- Major hyperscalers including Amazon Web Services, Google Cloud, Microsoft Azure and Oracle are integrating the GB200 Grace Blackwell Superchip
- An April Commerce Department letter now requires export licenses for Nvidia’s China-targeted H20 AI chip, adding regulatory hurdles
- Nvidia is broadening its AI stack beyond GPUs into networking, software and cloud services to secure more stable, recurring revenue streams