NVIDIA Repenings beat Wall Street’s high expectations, but the arrow is declining because “there were no H20 sales for customers in China”

Revenue increased by 56 % of the same period last year to 46.74 billion dollars, which exceeds the drop -off of Wall Street of 46.52 billion dollars, for all data collected by the visual Alpha. The profits amounted to $ 26.4 billion, an increase of 40.8 % from 18.78 billion dollars in the last quarter. NVIDIA has released the share’s reduced profits at $ 1.08, overcoming expectations of $ 1.02 for the second quarter. The total NVIDIA margins grew to 72.4 %, with a significant increase of 61 % in the last quarter.

“Blackwell Ultra is leaking at full speed, and unusual demand,” CEO Gensen Huang It was said about the AI ​​chip from the next generation of the next generation, which is used in databases worldwide, in the release of profits. “The artificial intelligence race works, and Blackweel is the platform in its center.”

The results of the higher line received a lukewarm reaction from investors. The shares fell more than 3 % to about 175 dollars in the trading running Wednesday evening.

“A research colleague in the research group luck Before the profit call. He said: “This is a kind of madness that we see 46.7 billion dollars in the quarter” as “in this way.

The company and robots in the company grew more than 69 % on an annual basis.

Nafidia was moving Commercial restrictions On H20 shipments to China since April, the company said that the H20 chip revenue has not been included in China at the second number. The company has estimated from $ 2 billion to $ 5 billion of H20 chips that can be shipped to China in this quarter, and that some China buyers have received licenses over the past few weeks of these transactions.

“The expectations were high, but NVIDIA exceeded them again,” said Michael Smith, chief wallet manager and head of the growth team at allspring Global Investments. luck. Allspring has in NVIDIA for some money. “The margins are rising with Blackwail stairs, China remains a huge unbelievable opportunity after export, and the re -purchase of 60 billion local dollars is an additional local dollar amid a free cash flow.”