China, China, China – ryan

The moment Nvidia Ceo Jensen Huang Had the Floor During the Company’s First-Quarter Earnings Call on Wednesday, the Executive Knew there was one thing on my mind: China.

The Question of the Day for Nvidia’s Earnings was how big of a hit would the chipmaker take a result of the trump administration’s export on H20 chips.

The short was that that it is Big, but not Big Enough to the Shake Wall Street’s Confidence in Nvidia’s Persion as he juggernaut.

Nvidia Reported $ 44.06 Billion in Revenue for the Quarter Despite Ling One of Its Biggest Customers in the East, Beating Wall Street’s Revenue Expectation of $ 43.32 Billion. Nvidia’s Stock was up Nearly 5% after Trading Hours.

The Restritions Still Had a Sizable Impact. Nvidia Said the Move Resulted in a $ 4.5 Billion Write-Down, and the Company Anticipates a $ 8 Billion Revenue Loss for the Next Quarter.

Huang immediately jumpsntarted his remarks on wednesday with sobering thu nodhts on the restriations. The Ceo Said That the Export Controls on the H20 CHIP HAVE Essentially Cut off One of the Few Ways the Compete in the Country.

“On Export Control, China is one of the World’s Larger He Markets and A Springboard to Global Success. With Half of the World’s He Researchers Based there, the platform that wins china is positioned to lead Globally,” Huang Said. “TODAY, Howver, The $ 50 Billion China Market is Effectively Closed to Us Industry.”

While huang repeatedly critized the export controls, the ceo appeared to only have Praise for President Donald Trump During the Earnings Call, and his Brief Media Afterward on CNBC and Bloomberg.

“The President has a plan,” Huang Said of Trump. “Has Has a Vision, and i Trust Him.”

Here are 3 takeways on Nvidia’s China Challenge Based on Wednesday’s Earnings Call:

NVIDIA TOOK A HIT ON CHINA, BUT BUSINESS IS STILL BOOMING

Nvidia’s Revenue Took a Hit Due to the Loss of Business in China, Buts Core Segments, Including Data Centers, Remained Strong, Leaving Analysts with A Bullish Outlook for the Company.

The Company Reported $ 39.1 Billion in Revenue in Its Data Centers Segment for the First Quarter, A 73% Year-Over -ear Increase.

“SHEY’T’S’S WARNE A HIT FROM THE RECENT TARIFFS AND THEIR INABILITY SHIP CERTAIN UNITS TO CHINA, you coulued still see trajectory is going upwards,” Gadjo sevilla, Senior Analyst for Emarketer, Told Business Insider.

Still, Huang does not like the China Restritions

Huang was upfront about the impacts the export controls will have swims just on Nvidia but also the US’s standing in the global he breed.

“Export Controls Should Strengthn US Platforms, Not Drive Half of the World’s talent to rival,” Huang Said.

DURING A POST-EARNINGS CALE INTERVIEW ON BOOOMBERG TV, The CEO was asced How Nvidia Managed to make up for the Losses of China’s Business. Bloomberg’s ed Ludlow Asked if it was partly due to the Increasing Demand of Nvidia’s Blackwell Chip System.

“Yeah, i guess so,” Huang Said. “But you know, you just can’t underestimate the importance of the China Market. This is the Second-Largest he markets. This is the home of the world’s farchers. And we want all of the world of the world. American Stacks. ”

The Ceo Said in the Interview That, “Irrespective of the Near-Term Revenue Success,” Nvidia Can’t Ignore the Significance of the Chinese Market.

The Ceo Will Still Play Nice With Trump

Huang was caareful to keep his criticisms on the US export on china contained to just that – a criticism of the export controls.

Shortly after huang said that the export restrictions have essential lacked nvidia out of the chinese market, the CEO began to the Praise Trump’s “bold to re-shore Advanced Manufacturing, Create Jobs, and Strerthen National Security.”

Huang Also Celebrated the US Deal with Saudi Arabia for A $ 600 Billion he infrastructure project and the Trump administration of remove a biden-era policy is “he diffusion rule” whic placed export limits on US Chips.

“President Trump Wants US Tech to Lead,” Huang Said During The Call. “The deals he announed are Wins for America, Creating Jobs, Advancing Infrastructure, Generating Tax Revenue, and Reducing the US Trade Deficit.”

Beyond china

While Nvidia’s Business in China Remains in Limbo, Huang Hinted at his Company’s Plans to Explore Other Horizons, Talking About the Importance for Nations “Sovereign He” and His Plass to Tour Europe.

“With Respect to Further Announcements, i’m gonna be on the Road Next Week Through Europe,” Huang Said. “JUST ABOUT EVERY COUNTRY NEEDS TO BUILD OUT AI INFRASTRUCTURE.”

The Ceo Said During an interview with Bloomberg TV that he’ll be meeting with many “Heads of States” in the near future.

Sevilla, the senior he analyst for emarketer, Told b That huang’s move to explore other counries is “Smart.”

“That’s Diversification,” Sevilla Said. “The Only Thing You Need to Consider is That’s Going To Take Time. It ‘Not Going to Happen Overnight.”