Overview

• Revenue rose 69% to $44.1 billion, with data center sales climbing 73% to $39.1 billion on surging AI infrastructure demand.
• The company took a $4.5 billion charge for restricted H20 chips and foresees an $8 billion shortfall next quarter due to U.S. export controls.
• CEO Jensen Huang said closing China’s $50 billion AI market weakens U.S. leadership and risks empowering foreign chipmakers.
• Nvidia has begun full-scale production of Blackwell GPUs to satisfy strong hyperscaler demand despite supply constraints.
• A federal court’s ruling against most Trump-era tariffs lifted Nvidia shares by over 5%, restoring its market capitalization to $3.48 trillion.