The technological giant Nvidia exceeded in the first quarter the forecasts of income and benefits that investors expected and assured that the demand of their microprocessors for artificial intelligence is “incredibly strong.” The company has been penalized for so, its income grew 69% in the first quarter of its fiscal year (from February to April), to 44,062 million dollars. The benefit increased by 26%, to 18,775 million dollars.
The prohibition decreed by Trump (formally, the requirement of a special export authorization) has assumed the company to incur a charge of 4.5 billion dollars in the quarter. since Nvidia has been able to reuse certain materials for other products.
The H20 chip had been designed by the company precisely for other devices of greater calculation power. Integrated circuit sales H20 amounted to 4.6 billion dollars in the quarter, before the entry into force of the new regulations, in mid -April. The company was left without invoicing additional 2.5 billion dollars in revenue of the H20 in the first quarter and in the second it will lose sales for an additional 8,000 million, as it has communicated.
Despite that impact, Nvidia provides that its income from the second fiscal quarter be at 45,000 million dollars, which represents a 50% growth with respect to the same period of the previous year. With the 8,000 million of H20, the growth would have been 76%.
“The global demand for the NVIDIA AI infrastructure is incredibly strong,” said the company’s CEO, Jensen Huang, in the statement of results. “The generation of AI inference tokens has multiplied by ten in just one year and, as IA agents generalize, the demand for computing will accelerate. Countries around the world are recognizing AI as an essential infrastructure, just like electricity and internet, and Nvidia is located in the center of this deep transformation,” he added.
Nvidia is increasing the production of Blackwell, its latest generation microprocessor. The company dominates the market of accelerators that help develop and execute artificial intelligence models. In addition, an increasingly wide range of hardware y software It allows Nvidia to sell more products to your customers.
The company’s actions have reacted up to the publication of the results, with promotions greater than 3%.
Nvidia announced in April through alliances with other companies. The latest generation Nvidia Blackwell chips have begun to occur in Phoenix TSMC plants (Arizona), one of those who accepted the so -called Chips law during the Biden mandate. The company is also building super -terrorism manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas.
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