Nvidia incurred a $4.5 billion charge due to H20 licensing requirements in Q1 alongside an additional $2.5 billion in lost revenue.

“Global demand for NVIDIA’s AI infrastructure is incredibly strong,” said CEO Jensen Huang, adding that “AI inference token generation has surged tenfold in just one year.” He called NVIDIA’s new Blackwell NVL72 supercomputer a “thinking machine” and described AI as “essential infrastructure — just like electricity and the internet.”

In my column today I look at why the United States may follow Japan in looking to shorten the maturity of its debt profile, as investors turn increasingly reluctant to hold long-dated bonds. More on that below,

Nvidia Corp., el fabricante de chips más valioso del mundo, ofreció sólidas previsiones de ingresos para el periodo actual, a pesar de que la desaceleración en China afectó sus resultados.

Nvidia prepares to report its earnings on Monday. Why is the report such a big deal? For a couple of reasons. See why.

Nvidia forecast second-quarter revenue below market estimates on Wednesday, expecting a major hit to sales from tighter U.S. curbs on exports of its AI chips to key semiconductor market China.

Nvidia Corp., the world’s most valuable chipmaker, gave a solid revenue forecast for the current period, even as a slowdown in China weighed on results.