Why export restrictions aren't the only thing to pay attention to in Nvidia's earnings

1. Nvidia's Q1 earnings report focuses on GB200 NVL72 hardware rollout. 2. Analysts halved delivery estimates after recent disruptions in the market. 3. 10,000 unit deliveries could significantly boost Nvidia's revenue. 4. Short-term stock reactions expected from U.S. chip export control news. 5. Long-term valuation depends on demand for GB200 NVL72 units.