Nvidia’s location in Santa Clara (Photo: Nvidia Corp.)
Santa Clara-How many AI chips will the world need in the future-and where can they be delivered? These are the questions of fate for the chip giant, whose rocket-like ascent accompanies the triumphal march of artificial intelligence. Today Nvidia presents figures from February to April.
NVIDIA’s financial reports have been output for the forecasts for many quarters – also for November 2024 to January 2025the last quarter of the financial year. $ 39.3 billion means 12 percent compared to the previous quarter and plus 78 percent compared to the same period in the previous year.
Nvidia share 2025 weakly started-Huang praises deepseek
But in 2025 uncertainties from Trump to Deepseek pulled the stock market course down. At the beginning of January, the stock was still at the record of over $ 149, slumped to less than $ 100. After a recovery from April, the paper noted yesterday at $ 135.40 yesterday.
For the Chinese Ki Deepseek, which, with its quality and cost efficiency, put the tech scene and the markets in turmoil at the beginning of the year Nvidia CEO Jensen Huang Lots of praise. The voice model is a great contribution and really “a gift for the global AI industry.”
Chip requirement of the hyperscaler-largest AI campus in Europe
The concern that the Depseek is fueling that the demand for Nvidia chips will break in because AI training needs much less computational capacity in perspective meanwhile laid down. Cloud providers such as Alphabet continue to order. But investors should be interested in whether that stays that way.
A major project in France indicates great need for data centers: near Paris the largest AI campus in Europe arise. Nvidia wants to build a data center with partners with a 1.4 gigawatt capacity there – the electricity requirement of a medium -sized city.
Export ban for H20 chips-Huang warns of China’s AI industry
The United States China policy is Nvidia’s greatest risk: Even among bidges, the government made the export of AI chips difficult. Now Trump also limited the slimmed-down H20 chip for China. Nvidia is working on a new, exportable model – in which Huawei would be competitive.
“All in all, export control was a failure,” made Nvidia boss Jensen Huang Recently at the digital conference Computex in Taiwan. In China, an “unwanted episode” creates an efficient AI industry that will compete with American worldwide in the future.
Conversion of the export rules for China-AI forecast from Nvidia
To make the confusion complete, the Trump government has a regulation from the bidding time deleted. The so-called AI diffusion rule should regulate the sale of AI chips to various countries. Now it is replaced by export guidelines that are more tailored to China.
Nvidia predicted slightly weaker growth for today’s numbers of the quarter until April 2025. The group is aiming for sales of $ 43 billion. That is a good 10 percent more than in the 3 months before and around 73 percent more than in the previous year’s quarter.
Profit and sales: estimates of the analysts
The NVIDIA profit per share should shrink somewhat in the quarter from February to April: The mean forecast of 13 analysts is loud at around $ 0.74 finanzen.net. In the previous quarter, Nvidia was able to come up with around $ 0.89. It was around $ 0.60 in the quarter of the previous year.
The sales forecast of 44 analysts is slightly above the corporate value-around $ 43.34 billion appreciates them for the reporting quarter. Far more than in the previous year’s quarter (around $ 26 billion) and the previous quarter (around 39.33 billion). The financial year ends on January 31.
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