Reported 2 days ago
Nvidia is set to announce its Q1 earnings on May 28, 2025, amidst CEO Jensen Huang's unveiling of new projects, including humanoid robotics and the NVLink Fusion program. Analyst Stacy Rasgon highlights concerns over U.S. AI chip export bans to China, potential impacts on revenue, and challenges in the Blackwell transition. Despite investors worrying about a possible peak in capital expenditure, companies are still increasing their budgets, signaling optimism for future growth.
Source: YAHOO