Nafidia publishes a strong growth despite the unconfirmed outlook in China

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NVIDIA reported another quarter of strong growth on Wednesday in the face of markets on how to move its business in China in geopolitical tensions between Washington and Beijing.

The technology giant of 4 meters in the heart of the momentum of artificial intelligence said that its revenues were 46.7 billion dollars per quarter to 28 July, an increase of 56 percent on an annual basis, and more than 46.5 billion dollars, according to Visible Alpha.

Nafidia He said that he expects sales of $ 54 billion for the current quarter, in addition to or minus 2 percent, compared to expectations of $ 53.8 billion.

It has pushed the company’s role in designing advanced chips used to develop and operate artificial intelligence models such as ChatgPT to become the world’s most valuable group through the market value and make them a Belwether Artificial intelligence mutation.

But the company has become involved in the trade war of US President Donald Trump with Beijing.

Analysts said that NVIDIA’s decision not to include China’s revenues in its frustrated expectations after it had concluded an agreement with the Trump administration to resume the sales of the H20 chip, which was designed for NVIDIA for the Chinese market

The shares decreased by 2.5 percent in trading after Wednesday hours.

The exclusion of China means that NVIDIA’s instructions were less than some expected.

“54 billion dollars does not include H20 – and it was shocked because they did not.” He added that many of Wall Street’s revenues were taken into consideration about $ 2 billion in additional revenues for the current quarter after the export restrictions were raised.

NVIDIA’s business in China is a decisive issue for investors.

New export controls imposed earlier this year by the Trump administration on H20 chips, which have eliminated their sales. Earlier this month, NVIDIA reached an agreement with the US government to pay a 15 percent reduction in exchange for a license to resume sales in China.

But Beijing responded by pushing Chinese companies using the slide, leaving the analysts without a little vision in the amount of NVIDIA this year as broader trade negotiations between Washington and Beijing.

NVIDIA Chris Chris Finance Director told analysts on Wednesday that the company is still awaiting the United States government to publish the “regulation” of the deal that it concluded earlier this month.

If these geopolitical issues are resolved, NVIDIA can ship between $ 2 billion and $ 5 billion from H20 chips to China during the quarter, as Kress says, with a “specific number” of Chinese customers who have already receiving licenses in recent weeks.

He said that although there were no revenues from China during the quarter due to the regulations for exporting the new United States, it managed to sell 650 million dollars from its H20 chips to a customer outside the country.

Data Center revenues, which relate to artificial intelligence chips in NVIDIA, amounted to $ 41.1 billion, at an estimate of a consensus of $ 41.4 billion. Slip is compensated by the best revenues than expected from the gaming sector.

NVIDIA has increased by 35 percent this year as near Wednesday, which helped pay gains in the wider market. But it has proven sensitive to any negative news.

Shares Stroke Last week, during a large -scale sale in AI’s companies related to AI, after a negative report on its applications and practical comments by the CEO of Openai Sam Altman about investors wandering in technology.

Net income jumped 59 percent from last year to $ 26.4 billion, compared to expectations of $ 23.5 billion. The share profits of $ 1.08, while the total numbered margin was 72.7 percent, slightly higher than the consensus estimates of 72.3 percent.

“The start of the company’s last Blackwell platform, Blackweell Ultra,” it leaks at full speed, and the demand is unusual, “said Nvidia’s CEO, CEO of NVIDIA.

The deployment of new devices includes a more complex infrastructure to build their chips in excessive shelves of interconnected chips, and to hit technical obstacles early in their development.

NVIDIA works on a new slide based on Blackweell in the China market, which is stronger than the H20 but is still unable as its most advanced American chips. Trump has Shown It is open to a similar revenue deal.