We have written about Nvidia Inc on a number of occasions. We first covered it on 30th May 2023 in an “initiating coverage” type report. That report can be found here. Our most report on Nvidia can be found here.
We return after the recent Q1 FY 2026 quarterly results.
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.
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