Nvidia Says It Has Largely Conceded China’s AI Chip Market to Huawei
Nvidia Corp. said it has largely conceded China’s AI chip market to Huawei, after saying this week that US export controls had effectively foreclosed it from competing in China’s data-center computing market.
The comment adds to disclosures in Nvidia’s latest earnings report, in which the company said its second-quarter outlook assumes no data-center compute revenue from China. Its finance chief also said there were no data-center Hopper shipments to China in the first quarter, compared with $4.6 billion in the first quarter of fiscal 2026. Nvidia on Tuesday reported $81.6 billion in revenue, including $75.2 billion from data centers, and forecast about $91 billion in second-quarter revenue.
From the sources (25 posts)
@jukan05GF Overseas Electronics & Communications NVIDIA (NVDA Buy): Earnings Preview — Product Mix Offsets the Impact of Rubin Delay Reiterate Buy rating; target price modestly raised to $308: Driven by rising market expectations ahead of the upc
@dnystedtNvidia’s supply chain partners in Taiwan see its first quarter (Q1) revenue hitting US$82 billion, higher than the US$80B the market expects, when the chip giant announces results May 20 (today), media report, adding Q2 guidance could be $9
@tradfi*NVIDIA 1Q DATA CENTER REVENUE $75.2B, EST. $73.48B *NVIDIA 1Q REV. $81.62B, EST. $79.19B $NVDA
@stockmktnewzNVIDIA $NVDA JUST REPORTED EARNINGS EPS of $1.85 beating expectations of $1.76🟢 Revenue of $81.6B beating expectations of $79B🟢
@financialjuice$NVDA NVIDIA Q1 Earnings & Q2 Guidance Adjusted EPS $1.87 Revenue $81.62B, est. $79.19B Sees Q2 Revenue $89.18B–$92.82B, est. $87.36B Sees Q2 Revenue $91.0B ±2% Adjusted Gross Margin 75.0% Sees Q2 Adjusted Gross Margin 74.5%–75.5% Data
@firstsquawkNVIDIA Q1 RESULTS: NVIDIA REPORTED Q1 REVENUE OF $81,615 MILLION (VS. IBES ESTIMATE OF $78,855 MILLION) AND NET INCOME OF $58,321 MILLION. ADJUSTED EPS CAME IN AT $1.87 (VS. ESTIMATE OF $1.76), WITH EPS OF $2.39, A GROSS MARGIN OF 74.9%, AN
@firstsquawkNVIDIA SHAREHOLDER RETURNS: NVIDIA ANNOUNCED AN ADDITIONAL $80 BILLION SHARE REPURCHASE AUTHORIZATION AND RAISED ITS QUARTERLY DIVIDEND TO $0.25 PER SHARE, PAYABLE JUNE 26, 2026. THE COMPANY RETURNED $20 BILLION TO SHAREHOLDERS IN Q1 FY27 T
@stockmktnewzJUST IN: Nvidia $NVDA just increased its quarterly dividend up to $0.25 per share from $0.01 per share Nvidia just announced a new $80B share buyback plan
@zerohedge*NVIDIA 1Q ADJ GROSS MARGIN 75% *NVIDIA REPORTS $80.0B ADDED SHARE BUYBACK AUTHORIZATION *NVIDIA MOVING TO A NEW REPORTING FRAMEWORK WITH TWO PLATFORMS
@unusual_whalesBREAKING Nvidia, $NVDA, earnings: - EPS: $1.87, est: $1.77 - Revenue: $81.6 billion, est: $78 billion
@gurgavinNVIDIA JUST REPORTED EARNINGS *NVIDIA REVENUE $81.62 B, EST. $79.19 B ( BEAT ✅) *NVIDIA ADJ EPS $1.85 , EST. $1.76 ( BEAT ✅ ) $NVDA
@firstsquawkNVIDIA CORP: NVIDIA WILL OPERATE TWO MARKET PLATFORMS — DATA CENTER AND EDGE COMPUTING — AS IT TRANSITIONS TO A NEW REPORTING FRAMEWORK THAT BETTER REFLECTS ITS CURRENT AND FUTURE GROWTH DRIVERS.
@firstsquawkNVIDIA CORP: THE COMPANY EXPECTS Q2 GAAP AND NON-GAAP GROSS MARGINS OF 74.9% AND 75.0%, RESPECTIVELY, PLUS OR MINUS 50 BASIS POINTS.
@deitaone*NVIDIA 1Q ADJ GROSS MARGIN 75% *NVIDIA REPORTS $80.0B ADDED SHARE BUYBACK AUTHORIZATION *NVIDIA MOVING TO A NEW REPORTING FRAMEWORK WITH TWO PLATFORMS
@kalshiBREAKING: Nvidia beat Q1 earnings • EPS: $1.85 vs $1.76 est • Revenue: $81.6B vs $79B est $NVDA -2% after-hours
@alphasenseinc$NVDA Earnings: - Record revenue of $81.6 billion, up 85% from a year ago - Record Data Center revenue of $75.2 billion, up 92% from a year ago - NVIDIA announces $80.0 billion additional share repurchase authorization and increases its qu
@stocksavvyshay$NVDA delivered 😏 • Revenue $81.6B vs Est. $79.2B • EPS $1.85 vs Est. $1.78 • Data Center $75.2B vs Est. $73.5B • Gross Margin 75% vs. Est. 75% Q2 Guidance • Revenue $90.6B vs Est. $87.2B • Gross Margin 75% vs. Est. 75%
@gurgavinJUST IN : NVIDIA JUST ANNOUNCED A NEW $80 BILLION DOLLAR STOCK BUYBACK $NVDA
@alphasenseincNVIDIA’s outlook for the second quarter of fiscal 2027 is as follows: - Revenue is expected to be $91.0 billion, plus or minus 2%. NVIDIA is not assuming any Data Center compute revenue from China in its outlook. - GAAP and non-GAAP gross
@kobeissiletterBREAKING: Nvidia stock, $NVDA, falls over -3% after posting record quarterly revenue of $81.6 billion and higher than expected EPS.
@wallstengineNvidia $NVDA Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $81.6B (Est. $78.8B-$79.2B) 🟢; +85% YoY 🔹 Adj. EPS: $1.87 (Est. $1.75-$1.78) 🟢; +140% YoY 🔹 Data Center Revenue: $75.2B (Est. $73B) 🟢; +92% YoY 🔹 Adj Gross Margin: 75.0% (Est. 74.5%) 🟢 Q2
@yahoofinance$NVDA Q1 earnings 💵 Revenue: $81.6B vs $79.18B expected 💲 EPS: $1.85 vs $1.77 expected
@financialjuiceNvidia: No shipments of data center hopper products to China $NVDA
@stockmktnewzNVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed" "Agentic AI has arrived, doing productive work, generating real value
@brewmarketsNvidia earnings: • Revenue: $81.62B vs $78.85B expected • EPS: $1.87 vs $1.76 expected