Nvidia(US:NVDA) Jin Shi Shu Ju·2025-05-30 10:02Core Viewpoint - Nvidia has reported strong Q1 earnings, exceeding revenue expectations and alleviating market concerns regarding supply chain issues and trade restrictions [2] Group 1: Financial Performance - Nvidia's data center revenue reached $39.1 billion, which was below market consensus, yet analysts interpreted this as a positive sign [2] - The company's overall outlook and market environment appear encouraging, with demand for computing power continuing to rise [2] Group 2: Product Development and Market Demand - Nvidia's Blackwell GPU is being launched at the fastest pace in the company's history, driven by increasing demand from super data center clients for AI inference models [3] - Analysts from Morgan Stanley noted that Nvidia is growing at a rate that exceeds expectations, despite supply constraints, and this growth is significantly outpacing competitors [3][4] Group 3: Future Opportunities - Nvidia is expected to benefit from new sovereign AI revenue opportunities following investments from Saudi Arabia and the UAE in US industries [5] - The company has partnered with Saudi AI firm Humain to deploy 18,000 chips for a data center project that could reach 500 megawatts over the next five years [5]