Nvidia(US:NVDA) 智通财经网·2025-05-29 00:35Company Insights - Nvidia's Q1 revenue increased by 69% year-on-year, reaching $44.1 billion, surpassing market expectations of $43.1 billion. The company anticipates Q2 revenue of $45 billion, factoring in an $8 billion reduction in H20 revenue due to export restrictions. CEO Jensen Huang noted strong global demand for Nvidia's AI infrastructure, leading to a 5% increase in stock price after hours [2] - Honor has confirmed its entry into the robotics business, having previously established a company to focus on this area. The humanoid robot production is expected to begin in the second half of 2024, marking a significant turning point for commercialization. The humanoid robot industry is anticipated to enter a high-growth phase with increased production waves this year [11] Industry Insights - The Ministry of Commerce has strengthened communication regarding rare earth export control policies with semiconductor companies in China and Europe, indicating a potential easing of export restrictions for European chip manufacturers. This move aims to maintain global supply chain stability [3] - The eVTOL (electric Vertical Take-Off and Landing) industry is gaining attention as flying car stocks surged over 30% following a $250 million investment from Toyota. The focus is on the necessary infrastructure and regulatory frameworks to support this emerging market [9] - DeepSeek has released an open-source version of its R1 model, which performs comparably to OpenAI's top models. This development is seen as a significant step in the open-source trend, with implications for AI integration in major internet companies and content production firms [10]