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NVDA Q1 Data Center Revenue Hits $75.2B with China Entirely Excluded from Q2 Guidance

NVIDIA's $91B Q2 guide assumes zero China contribution, yet still implies triple-digit YoY growth, a direct rebuke to capex-fatigue bears. AMD's 8% rally and ARM breaking $300 confirm the semiconductor upgrade cycle is broadening.

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Mention growth · 24h

Coverage momentum · 14 days

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Rocky take

NVDA Q1 Data Center Revenue Hits $75.2B with China Entirely Excluded from Q2 Guidance 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.

Correlated assets

Live prices
NVDA
NVIDIA Corporation
$215.74
-1.72%
AMD
Advanced Micro Devices, Inc.
$466.78
+3.82%
AVGO
Broadcom Inc.
$413.02
-0.37%
ARM
Arm Holdings plc American Depositary Receipt
$304.68
+2.16%
AMZN
Amazon.com, Inc.
$266.68
-0.66%
MSFT
Microsoft Corp.
$418.27
-0.20%
GOOGL
Alphabet Inc.
$382.64
-1.29%
META
Meta Platforms Inc Class A
$610.10
+0.45%

Sources covering this narrative

BloombergActive
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