💥 Nvidia’s $46.7B Record Quarter Meets Geopolitical Storms 🌍⚡

📊 Earnings Highlights

- Revenue: $46.74B (+56% YoY, +6% QoQ)

- Data Center: $41.1B (88% of total, powered by Blackwell chips)

- Net Income: $26.4B (+59% YoY)

- Gross Margin: 72.4% (slightly down from 75.1%)

🌍 Headwinds

- China sales collapse: H20 chip revenue just $50M, vs. 13% of Nvidia’s revenue previously

- Export restrictions: U.S. curbs on advanced AI chips cut Nvidia’s China market share to near zero

- Rising rivals: Huawei & Alibaba ramping up AI hardware

📉 Market Reaction

- Stock fell 3% despite record results

- Expect Q4 revenue $54–$57B, but warn of supply chain constraints

🚀 Strategic Outlook

- CEO Jensen Huang sees $3–$4T AI infrastructure opportunity by decade’s end

- Targeting $500B in Blackwell & Rubin chip revenue through 2026

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