Nvidia eyes $78B quarter as China chip sales resume

MSN
2026.05.16 19:53
portai
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Nvidia is set to report Q1 FY2027 results on May 20, with revenue guidance at $78 billion, excluding potential sales to China. The U.S. has approved limited H200 chip exports to Chinese firms, which could significantly boost revenue if trade relations improve. Analysts emphasize that Q2 guidance will be crucial for assessing demand amid Nvidia's architecture transition and increased capital expenditures from hyperscalers.