We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Nvidia Eases China Concerns With Upbeat Forecast

Nvidia Eases China Concerns With Upbeat Forecast

2025/5/29
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
AI Deep Dive AI Chapters Transcript
People
D
Daniel Newman
J
Jensen Huang
领导NVIDIA从创立到成为全球加速计算领先公司的CEO和联合创始人。
T
Tim Pagliara
Topics
Jensen Huang: 作为英伟达的CEO，我认为出口管制对我们的限制非常严格，我们必须认真考虑，最终制造的产品必须为市场增加价值。我们正在尽力适应这些限制，并确保我们的产品能够满足市场需求。 Daniel Newman: 作为Futurum Group的CEO，我认为中国问题尚未解决，黄仁勋的言论进一步增加了公司是否能真正参与该市场的不确定性。尽管面临数十亿美元的损失，但英伟达本季度的业绩和未来销售预期表明，中国以外的地区存在巨大的积极势头。英伟达希望进入中国市场，因为该市场拥有超过500亿美元的潜在市场规模，并拥有全球一半的人工智能研究人员。我不完全同意黄仁勋的观点，即如果我们不向中国提供芯片，中国会更快地发展。中国正在尽其所能地发展人工智能，尽管目前落后，但考虑到其能源建设能力和通过如华为Ascend等流程进行强力推进的能力，不应低估中国。 Tim Pagliara: 作为CapWealth的董事长兼首席投资官，我认为美国和中国之间的紧张关系可能会严重阻碍一些大型美国科技公司的收入增长。在短期内，对中国实施芯片设计软件出口管制是一个国家安全问题。将人工智能从中国的影响中转移到我们的合作伙伴，例如印度和中东，应该有利于像英伟达这样的公司。从长远来看，对中国实施芯片设计软件出口管制不会产生影响；短期内会有影响。

Deep Dive

Chapters
Nvidia's Q2 forecast of $45 billion revenue, even after accounting for $8 billion in lost Chinese sales due to export controls, indicates strong AI market momentum outside of China. The discussion analyzes the impact of export restrictions, Nvidia's diversification into new markets, and the growing adoption of AI by companies like Salesforce.
  • Nvidia's Q2 revenue forecast: ~$45 billion (after ~$8 billion loss from China export controls)
  • Strong positive market reaction to Nvidia's results
  • Nvidia's diversification into new markets like physical AI and robotics
  • Salesforce's increased guidance and AI product adoption as a positive indicator for AI market growth

Shownotes Transcript

Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.” The company expects revenue of about $45 billion in the second fiscal quarter, which runs through July. New export restrictions will cost Nvidia about $8 billion in Chinese revenue during the period, but the forecast still met analysts’ estimates. We got reaction from Daniel Newman, CEO of the Futurum Group.Plus - The equity market drifted lower prior to Nvidia's results. We speak to Tim Pagliara, Chairman and Chief Investment Officer, CapWealth.

See omnystudio.com/listener) for privacy information.