3 key takeaways from Nvidia's earnings: China blow, cloud strength and AI future

1. Nvidia's Q1 earnings soared 69%, driven by data center growth. 2. U.S. export controls hinder potential $50 billion market in China. 3. $2.5 billion in sales lost due to restrictions on H20 chip. 4. Blackwell chips are essential for growing cloud provider demand. 5. Huang's tone changed, emphasizing risks from U.S. chip restrictions.