Nvidia’s Huang Sees China as a $50 Billion Opportunity

Blackwell Accounts for Bulk of Data-Center Sales: CFO

China Could Be $50 Billion Opportunity in ‘25

Nvidia Still Sees Mid-70% Gross Margin

CFO Kress Sees $20B in ‘Sovereign AI’ Revenue

Rubin on Track for Volume Production in 2026

Blackwell to Have ‘Wide Availability’ in 2nd Half

Big Tech Buyers 50% of Data-Center Revenue

Removes China Data Center Sales From Projections

Nvidia Approves Additional $60B Buyback

Data Center Revenue Misses 2Q Estimate

No H20 Sales to China Customers in 2Q

Shares Are Falling Postmarket

Sees 3Q Revenue $54B Plus or Minus 2%

Key Events

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