Nvidia started shipping its new GB200 NVL72 units this quarter and it isn't clear what the demand for these units looks like yet.

Jensen Huang said limits on the sale of advanced chips to China had galvanized the country to push ahead faster with building its own AI technologies.

There was more than the usual swell of anticipation for Nvidia's latest earnings call, primarily because the last

Nvidia missed out on $2.5 billion in additional revenue during the first quarter of this year, after the Trump administration placed fresh restrictions on exports of its H20 artificial intelligence chips to China last month.

Investors are the obvious listeners to an earnings call. But TD Cowen analyst Joshua Buchalter wonders if Nvidia had another group in mind with some of its commentary — particularly as CEO Jensen Huang talked about the challenges posed by export restrictions on the China market.

Nvidia reported a nearly 70 per cent surge in quarterly revenues, as the boom in spending on artificial intelligence chips continued despite rising economic uncertainty and export controls that have dented the chip company’s China sales.