We wrote about Nvidia’s Q1 FY 2026 Results a couple of days ago. We have again used Google’s Notebook LLM to generate a podcast from it. Paying subscribers can listen to it.
Reuters gave the following summary after the release of the results
NVIDIA's Q1 Fiscal 2026 results demonstrate strong overall growth, primarily driven by the data center segment.
However, the company faced a significant headwind due to new U.S. export licensing requirements for its H20 products destined for the China market. This resulted in a $4.5 billion charge related to excess inventory and purchase obligations.
Despite this setback, NVIDIA's underlying business remains robust, fuelled by the increasing demand for AI infrastructure. The company is actively expanding its AI factory initiatives and collaborating with major players across various industries.
The Podcast looks at the results in detail and also highlights some of the key points from the earnings conference call.
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