$NVDA Earnings Forecast cut.

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NVIDIA’s earnings forecast has been revised downward, raising concerns among investors ahead of its upcoming financial report. Analysts now expect second-quarter revenue to fall below previous estimates, citing weaker demand in China and ongoing export restrictions. This adjustment signals potential turbulence for the AI chip giant, which has been a dominant force in the semiconductor industry.

The company is set to report its fiscal first-quarter results on May 28. Wall Street initially projected revenue of $46 billion, but recent estimates suggest it could drop to $41 billion. The downward revision follows a $5.5 billion inventory write-down related to restrictions on NVIDIA’s H20 chip, which was blocked from sale in China. This setback highlights the growing impact of geopolitical tensions on the company’s global operations.

Despite the lowered forecast, NVIDIA remains a key player in AI infrastructure. The company has secured a $7 billion contract with Saudi Arabia’s Humain, a subsidiary of the Public Investment Fund, to supply 18,000 Blackwell GPUs for a massive AI data center. Analysts believe this deal could help offset losses from China, but uncertainty remains. Investors will be watching closely to see if NVIDIA can maintain its growth trajectory despite regulatory hurdles.

Sources
https://www.fastcompany.com/91341195/nvidia-reports-q1-earnings-this-week-heres-what-to-expect

https://finance.yahoo.com/news/expect-nvidia-nvda-q1-earnings-070049395.html

https://www.kiplinger.com/investing/live/nvidia-earnings-live-updates-and-commentary-may-2025