NVIDIA Guides $91B Revenue, Faces US Export Probe Over China Chip Shipments
NVDA sits 47% above its 52-week low of $138.83.
Summary
NVIDIA provided strong guidance of $91 billion in revenue for the quarter and expanded its business scope to AI systems, while also certifying HBM4 suppliers and unveiling the RTX Spark chip for AI PCs. Critically, the U.S. Commerce Department warned about continued AI-chip export curbs to China and is actively probing potential shipments of Blackwell chips via third-country hubs. This strong guidance follows record Q1 FY27 revenue of $81.6 billion and an $80 billion share repurchase authorization reported in May. The U.S. probe introduces a significant regulatory and geopolitical risk that could impact NVIDIA's access to a major market, potentially offsetting the positive financial outlook and product developments. HBM4 shipments are scheduled for Q3 to support the upcoming Rubin platform.
At the time of this announcement, NVDA was trading at $204.04 on NASDAQ in the Technology sector, with a market capitalization of approximately $5T. The 52-week trading range was $138.83 to $236.54. This news item was assessed with neutral market sentiment and an importance score of 8 out of 10. Source: Wiseek News.