英伟达Q1营收超预期，股价盘后涨5%

Core Viewpoint - Nvidia's Q1 revenue exceeded expectations, showing a significant year-over-year growth of 69%, reaching $44.1 billion, which is above the market expectation of $43.1 billion [1] Group 1: Financial Performance - Data center revenue grew by 73% year-over-year, amounting to $39.1 billion, slightly below the market expectation of $39.3 billion, and accounted for 88% of total sales [1] - Nvidia's stock price rose by 5% in after-hours trading following the earnings report [1] - The company reported a $4.5 billion expense due to excess inventory of H20 chips, which, if unrestricted, could have resulted in an additional $2.5 billion in sales [1] Group 2: Future Outlook - Nvidia's CEO previously estimated that revenue impacts related to H20 chip export restrictions could reach approximately $15 billion [1] - The company indicated that, excluding the recent sales losses from H20 chip export restrictions, its performance expectations would be approximately $8 billion higher [1] - For Q2, Nvidia expects revenue to be around $45 billion, with a variance of 2%, while market expectations are set at $45.9 billion [1]