AiStockRadar – Live Analysis

Nvidia: Execution Amid Regulatory Headwinds

Q1 2025 performance despite U.S.–China export restrictions

Key Analysis

What’s more impressive? Nvidia delivered a blowout quarter despite regulatory friction. The U.S. government’s tightened export restrictions to China forced the company to absorb a $5.5B charge, later revised down to $4.5B after repurposing certain H20 chips. And yet, gross margins held, forward guidance stayed strong, and execution remained precise. This is disciplined, strategic performance from an AI infrastructure leader.

Initial Charge
$5.5 Billion
Export restriction impact
Revised Impact
$4.5 Billion
After component reallocation
Forward Guidance
Maintained
No revision downward
Impact Breakdown
6.06.05.05.04.04.03.03.02.02.01.01.00.00.0$5.5B$4.5BInitial ChargeInitial ChargeRevised ChargeRevised Charge
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