Core Viewpoint - Nvidia is experiencing significant growth in graphics processor sales, particularly driven by demand for artificial intelligence infrastructure, but faces challenges due to new U.S. export restrictions related to its H20 chip for the Chinese market [1][2]. Group 1: Company Performance - Nvidia is expected to report a 66% revenue growth for the quarter ending in April, amounting to $43.28 billion, although this represents a sharp decline from over 250% growth recorded a year ago [4]. - Following new export restrictions, Nvidia announced a $5.5 billion writedown on inventory, marking the largest writedown in the chip industry’s history, which could lead to a $15 billion revenue hit over the next 12 months [3]. Group 2: Market Outlook - Due to the uncertainty surrounding the new export license requirements, analysts predict a growth rate of 53% for the current quarter and a similar figure for the full fiscal year ending in January [5]. - Analysts from Morgan Stanley indicated that Nvidia may face a larger impact than previously anticipated due to the export restrictions [5]. Group 3: Stock Performance - Nvidia's shares have recently rebounded after a challenging start to the year, currently showing a 1% increase in 2025, while the Nasdaq index has declined by about 1% [6].