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Yih
05-23

CT

Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms

Nvidia again showed massive demand, yet the market may be looking for signs that memory supply can expand fast enough to support growth.

Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms

# Benzinga Earnings Reports

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BellLabsTech
·06-04
it's actually great for the market it's going to push up the prices so all of those chip companies that are selling them are going to get way more earnings
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See the chart and price action here. </strong></li>\n</ul>\n<h2><strong>Q1 Details</strong></h2>\n<p>The chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. </p>\n<p>Data center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\n<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n</strong>\n</p>\n</div>\n<p>\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" <strong>Stephen Callahan,</strong> trading behavior specialist at Firstrade, told Benzinga. </p>\n<p>\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. </p>\n<p>Nvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.</p>\n<p>Still, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. </p>\n<p>\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"</p>\n<p>The narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. </p>\n<p>Management also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.</p>\n<h2><strong>Memory Supply Concerns</strong></h2>\n<p>Supply could become the next pressure point. </p>\n<p>Callahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"</p>\n<p>\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.</p>\n<p>Nvidia CEO<strong> Jensen Huang</strong> appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. </p>\n<p>CFO <strong>Colette Kress</strong> added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.</p>\n<h2><strong>The Bottom Line</strong></h2>\n<p>The most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. </p>\n<p>The company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTrump Admin To Take <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n</strong>\n</p>\n</div>\n<p><strong>NVDA Stock Price Activity: </strong>Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. </p>\n<p>Over the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&amp;P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.</p>\n<p><em>Photo: Blossom Stock Studio / Shutterstock </em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Crushes Earnings, But AI Chip Supply Crunch Looms\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-05-23 00:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>NVIDIA Corp. </strong>(NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.</p>\n<ul>\n<li><strong>NVDA stock is moving. See the chart and price action here. </strong></li>\n</ul>\n<h2><strong>Q1 Details</strong></h2>\n<p>The chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. </p>\n<p>Data center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\n<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n</strong>\n</p>\n</div>\n<p>\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" <strong>Stephen Callahan,</strong> trading behavior specialist at Firstrade, told Benzinga. </p>\n<p>\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. </p>\n<p>Nvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.</p>\n<p>Still, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. </p>\n<p>\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"</p>\n<p>The narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. </p>\n<p>Management also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.</p>\n<h2><strong>Memory Supply Concerns</strong></h2>\n<p>Supply could become the next pressure point. </p>\n<p>Callahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"</p>\n<p>\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.</p>\n<p>Nvidia CEO<strong> Jensen Huang</strong> appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. </p>\n<p>CFO <strong>Colette Kress</strong> added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.</p>\n<h2><strong>The Bottom Line</strong></h2>\n<p>The most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. </p>\n<p>The company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTrump Admin To Take <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n</strong>\n</p>\n</div>\n<p><strong>NVDA Stock Price Activity: </strong>Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. </p>\n<p>Over the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&amp;P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.</p>\n<p><em>Photo: Blossom Stock Studio / Shutterstock </em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0289960550.SGD":"AB FCP I - 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(NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.\n\nNVDA stock is moving. See the chart and price action here. \n\nQ1 Details\nThe chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. \nData center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.\n\n\n\nRead Also:\n\nNvidia Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n\n\n\n\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" Stephen Callahan, trading behavior specialist at Firstrade, told Benzinga. \n\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. \nNvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.\nStill, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. \n\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"\nThe narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. \nManagement also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.\nMemory Supply Concerns\nSupply could become the next pressure point. \nCallahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"\n\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.\nNvidia CEO Jensen Huang appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. \nCFO Colette Kress added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.\nThe Bottom Line\nThe most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. \nThe company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.\n\n\n\nRead Also:\n\nTrump Admin To Take Quantum Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n\n\n\nNVDA Stock Price Activity: Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. \nOver the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.\nPhoto: Blossom Stock Studio / Shutterstock","news_type":1,"symbols_score_info":{"SNVD.UK":0.6,"NVD":0.6,"NVDY":0.6,"NVDW":0.6,"NVDD":0.6,"NVDL":0.6,"NVD2.UK":0.6,"NVDO":0.6,"ANV":0.6,"NVDU":0.6,"NVD3.UK":0.6,"07788":0.6,"NVDG":0.6,"NVYY":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVDQ":0.6,"NVDB":0.6,"NVII":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVDA":1.97,"07388":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":349,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":571545935455360,"commentId":"571545935455360","gmtCreate":1780560127407,"gmtModify":1780560133520,"authorId":4241514157006232,"author":{"id":4241514157006232,"idStr":"4241514157006232","authorId":4241514157006232,"name":"BellLabsTech","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":567144838861432,"objectIdStr":"567144838861432","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"it's actually great for the market it's going to push up the prices so all of those chip companies that are selling them are going to get way more <u>earnings</u>","text":"it's actually great for the market it's going to push up the prices so all of those chip companies that are selling them are going to get way more <u>earnings</u>","html":"it's actually great for the market it's going to push up the prices so all of those chip companies that are selling them are going to get way more <u>earnings</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}