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Nvidia's Revenue Hits Record High, But China Sales Restrictions Squeeze Profits

1. Nvidia revenue hits a record $44.06 billion, up 69% year-over-year. 2. Earnings missed expectations, impacted by $4.5 billion charge from export curbs. 3. Data center sales increased 73%, underpinning growth in AI infrastructure demand. 4. Nvidia anticipates additional $8 billion revenue loss from H20 chip sales restrictions. 5. Stock rose 5% in after-hours trading despite earnings shortfall.

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FAQ

Why Bullish?

Nvidia's record revenue shows strong market demand, despite impending losses. Previous instances where strong top-line growth led to stock recovery support this view.

How important is it?

The record revenue and future growth despite export curbs indicate significant market interest and resilience.

Why Short Term?

Immediate reactions are expected due to earnings release; long-term impacts depend on H20 sales resolution.

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