Key Takeaways NVDA expects a $8B Q2 revenue loss due to U.S. export bans on its China-focused H20 AI chips. A $4.5B write-down highlights NVDA's heavy reliance on China for AI chip sales. NVDA targets growth in Saudi Arabia, Taiwan and the EU, but China remains irreplaceable.NVIDIA Corporation (NVDA) is expected to lose around $8 billion in revenues in the second quarter of fiscal 2026 due to new U.S. government export rules. These rules block shipments of its H20 AI chips to China. This will have a big i ...

Key Takeaways Blackwell drove nearly 70% of Data Center compute revenues as the segment jumped 76% to $34 billion. The GB200 NVL system is seeing wide adoption from enterprises, hyperscalers and sovereign AI initiatives. NVDA's forward P/E of 30.5X trails the industry average, with FY26 EPS estimates up 42% year over year.NVIDIA’s (NVDA) new Blackwell architecture is playing a major role in its latest growth. In the first quarter of fiscal 2026, Blackwell-powered products made up nearly 70% of NVIDIA’s Da ...