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20h ago

Nvidia’s Record Q1 Revenue and Tariff Ruling Propel U.S. Markets

Market optimism jumped after a federal trade court struck down Trump’s reciprocal tariffs, boosting Nvidia shares following its AI-driven revenue beat.

A general view of Nvidia headquarters is seen in Shanghai, China, on May 19, 2025.
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Overview

  • Nvidia reported $44.1 billion in first-quarter revenue, a 69 percent increase year-over-year that topped analysts’ $43.2 billion estimate.
  • Data center sales surged 73 percent to $39.1 billion as demand for Nvidia’s AI-focused GPUs drove growth.
  • Export controls on H20 chips led to a $4.5 billion charge and are projected to cost approximately $8 billion in second-quarter revenue.
  • A U.S. Court of International Trade ruled that President Trump exceeded his authority with reciprocal tariffs, sending stock futures higher and lifting Nvidia’s premarket stock by about 6 percent.
  • Nvidia guides to roughly $45 billion in second-quarter sales and expects to begin shipments of its next-generation Blackwell Ultra AI systems this quarter.