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NVDA Q2 Guidance of $91B Clears Estimates by $5B-$7B, Excluding China

Nvidia's Q1 data center revenue hit $75.2B, up 92% YoY, while the $91B Q2 guide assumes zero China contribution, raising the quality bar on the beat. AMD's 8% intraday move suggests demand breadth is widening across the semiconductor stack.

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Coverage momentum · 14 days

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Rocky take

NVDA Q2 Guidance of $91B Clears Estimates by $5B-$7B, Excluding China has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.