HomeNvidia’s Earnings: Beyond Export Restrictions to New Hardware Demand
Nvidia will announce its fiscal 2026 first-quarter earnings, ending April 27, after market close on Wednesday.
While U.S. chip export controls have stirred concerns about Nvidia’s global chip sales and future outlook, some experts argue this isn’t the key focus of the company’s upcoming results.
Kevin Cook, a senior equity strategist at Zacks Investment Research with a decade of Nvidia expertise, told TechCrunch that the launch of Nvidia’s GB200 NVL72 hardware—a single-rack exascale computer shipped since February—deserves more attention from investors.
Priced at roughly $3 million, each GB200 NVL72 unit includes 72 GPUs. Cook noted that despite high expectations, the uncertainty around DeepSeek in late January led analysts to slash delivery forecasts for these units.
Since this marks the first quarter of GB200 NVL72 shipments, Cook said there’s no clear gauge of performance yet.
“If Jensen [Huang] announces plans to deliver 10,000 units in Q2, the market will be thrilled,” Cook said. “That’s $30 billion for a $3 million product. I expect under 5,000 units.”
Cook emphasized that these results will reveal enterprise demand for cutting-edge AI technology. Will businesses upgrade AI hardware annually, like consumers with new iPhones? Cook remains uncertain, but noted this trend could significantly shape Nvidia’s future.
Join us at TechCrunch Sessions: AI
Reserve your place at our premier AI industry event featuring speakers from OpenAI, Anthropic, and Cohere. For a limited time, tickets cost $292 for a full day of expert talks, workshops, and impactful networking.
Exhibit at TechCrunch Sessions: AI
Showcase your innovation at TC Sessions: AI to over 1,200 decision-makers. Secure your spot by May 9 or while tables remain available.
Cook predicted Nvidia’s stock will face immediate reactions based on comments about U.S. export controls but believes these won’t affect long-term valuation as much as GB200 NVL72 demand.
He highlighted Nvidia’s ability to rebound from short-term market dips.
“We saw a flash crash, and the stock bounced back,” Cook said of Nvidia’s response to chip export restrictions. “Nvidia’s unique resilience and dominant market position allow it to shrug off challenges like restrictions on sales to China.”
Even with stricter export controls on China, Cook argued Nvidia has no shortage of buyers elsewhere, serving major hyperscalers and likely benefiting from Stargate’s new Middle East project.
For Cook, the spotlight remains on GB200 NVL72 shipments.
“As long as delivery expectations range from steady to strong, short-term revenue fluctuations will take a backseat,” Cook said. “Nvidia’s momentum will carry it through the year.”
Related article
OneRail Leverages Nvidia AI to Optimize Real-Time Last-Mile Delivery
OneRail has introduced an AI-driven delivery platform leveraging Nvidia technology to assist retailers, wholesalers, and distributors in determining the most efficient delivery methods for individual orders.Named OmniSTAR, the system assesses various
Apple's New Hardware Chief John Ternus Steers Vision for Future Products
Loading the player…The Ternus era at Apple has officially begun.Tim Cook stepped down as CEO this week, handing leadership to former hardware chief John Ternus. Ternus’s first memo promised a “huge launch next week,” meaning the next iPhone event lan
Groq raises $350M to fuel its pivot from AI chips to neocloud
AI infrastructure firm Groq has secured $350 million in fresh funding, marking its ongoing transition from a specialized chip developer to a neocloud provider offering robust GPU and AI infrastructure services.Backed by Disruptive Technologies, with
Related Special Topic Recommendations
Design & Art
Best AI Style Transfer Tools for Creative Experiments
2026 Latest Best Top-rated AI Style Transfer Tools for Creative Experiments! XIX.AI has curated a powerful, game-changing collection of must-try tools that deliver exceptional results through real-world tests and rigorous rankings. These top solutions help creatives boost productivity significantly by accelerating content creation and unlocking endless creative possibilities. Explore now to discover your perfect tool and start creating today!
9 tools
xix.ai
Comic Creation
Best AI Dialogue Bubble Tools for Visual Storytelling
2026 Latest Best Top-Rated AI Dialogue Bubble Tools for Visual Storytelling are here on XIX.AI! This curated collection features powerful, game-changing tools that help creators boost productivity and overcome creative bottlenecks. Get a free vs paid comparison, see real-world tests, and check the latest rankings to find the must-try solutions perfect for crafting engaging visual narratives. Explore now to discover your ideal tool!
10 tools
xix.ai
Meeting Assistant
Top AI Meeting Summary Tools: Track Decisions and Follow-Ups Clearly
2026 Latest Top-Rated Best AI Meeting Summary Tools for Clear Decision Tracking and Effortless Follow-Ups. This curated list showcases powerful, game-changing solutions that boost productivity dramatically by automating meeting notes, identifying key action items, and streamlining team coordination across all projects. Get a free vs paid comparison along with real-world tests and weekly updated rankings to help you find the perfect tool. Explore now to unlock your AI edge!
9 tools
xix.ai
Data Analysis
Best AI Data Cleaning Tools: Fix Missing Values and Duplicates Fast
2026 Latest Best Top-rated AI Data Cleaning Tools for quick fixing of missing values and duplicates. This curated list showcases powerful, game-changing solutions that boost productivity significantly. Each option has undergone rigorous real-world tests to ensure reliability. Get a free vs paid comparison and discover the must-try tool that fits your needs best. Explore now at XIX.AI to Unlock your AI edge.
11 tools
xix.ai
Design & Art
Best AI Creative Ideation Tools for Artists: Break Through Visual Blocks
2026 Latest Best Top-Rated AI Creative Ideation Tools for Artists are curated by XIX.AI to help creators break through visual blocks and boost creativity instantly. These powerful game-changing tools offer real-world tests, detailed free vs paid comparison, and weekly updated rankings. Discover your perfect tool to accelerate content creation and unlock your AI edge today. Explore now!
14 tools
xix.ai
Music composition
AI Beat Makers for TikTok Background Tracks, Reels Audio, and Creator Promo Music
2026 Latest Best AI Beat Makers for TikTok Background Tracks, Reels Audio, and Creator Promo Music! XIX.AI has curated a top-rated list of powerful game-changing tools that go through real-world tests to deliver flawless music for every content need. You’ll find detailed free vs paid comparison data, weekly updated rankings, and must-try options to help you boost creativity and productivity. Explore now to discover your perfect tool!
11 tools
xix.ai
Comments (3)
0/500
![WillieClark]()
哈哈，老黄又要开奖了！财报估计又是涨涨涨，虽然之前担心出口限制，但感觉AIGC这波需求根本挡不住啊，各家都在疯狂囤H100。不过有点好奇，这波算力需求会不会把其他业务线挤得更边缘？ 🤔
![DanielCarter]()
NV这一季财报真让人揪心啊！出口管制令加上硬件需求波动，感觉他们在走钢丝😅 不过老黄的转型能力一直很强，说不定又能变出什么新花样？
![JosephWalker]()
Nvidia这季度业绩肯定又要炸了 🚀 限制令反而突显了他们的不可替代性！不过中国市场那块真让人捏把汗，不知道黄老板又准备了啥B计划？
Nvidia will announce its fiscal 2026 first-quarter earnings, ending April 27, after market close on Wednesday.
While U.S. chip export controls have stirred concerns about Nvidia’s global chip sales and future outlook, some experts argue this isn’t the key focus of the company’s upcoming results.
Kevin Cook, a senior equity strategist at Zacks Investment Research with a decade of Nvidia expertise, told TechCrunch that the launch of Nvidia’s GB200 NVL72 hardware—a single-rack exascale computer shipped since February—deserves more attention from investors.
Priced at roughly $3 million, each GB200 NVL72 unit includes 72 GPUs. Cook noted that despite high expectations, the uncertainty around DeepSeek in late January led analysts to slash delivery forecasts for these units.
Since this marks the first quarter of GB200 NVL72 shipments, Cook said there’s no clear gauge of performance yet.
“If Jensen [Huang] announces plans to deliver 10,000 units in Q2, the market will be thrilled,” Cook said. “That’s $30 billion for a $3 million product. I expect under 5,000 units.”
Cook emphasized that these results will reveal enterprise demand for cutting-edge AI technology. Will businesses upgrade AI hardware annually, like consumers with new iPhones? Cook remains uncertain, but noted this trend could significantly shape Nvidia’s future.
Join us at TechCrunch Sessions: AI
Reserve your place at our premier AI industry event featuring speakers from OpenAI, Anthropic, and Cohere. For a limited time, tickets cost $292 for a full day of expert talks, workshops, and impactful networking.
Exhibit at TechCrunch Sessions: AI
Showcase your innovation at TC Sessions: AI to over 1,200 decision-makers. Secure your spot by May 9 or while tables remain available.
Cook predicted Nvidia’s stock will face immediate reactions based on comments about U.S. export controls but believes these won’t affect long-term valuation as much as GB200 NVL72 demand.
He highlighted Nvidia’s ability to rebound from short-term market dips.
“We saw a flash crash, and the stock bounced back,” Cook said of Nvidia’s response to chip export restrictions. “Nvidia’s unique resilience and dominant market position allow it to shrug off challenges like restrictions on sales to China.”
Even with stricter export controls on China, Cook argued Nvidia has no shortage of buyers elsewhere, serving major hyperscalers and likely benefiting from Stargate’s new Middle East project.
For Cook, the spotlight remains on GB200 NVL72 shipments.
“As long as delivery expectations range from steady to strong, short-term revenue fluctuations will take a backseat,” Cook said. “Nvidia’s momentum will carry it through the year.”
OneRail Leverages Nvidia AI to Optimize Real-Time Last-Mile Delivery
OneRail has introduced an AI-driven delivery platform leveraging Nvidia technology to assist retailers, wholesalers, and distributors in determining the most efficient delivery methods for individual orders.Named OmniSTAR, the system assesses various
Apple's New Hardware Chief John Ternus Steers Vision for Future Products
Loading the player…The Ternus era at Apple has officially begun.Tim Cook stepped down as CEO this week, handing leadership to former hardware chief John Ternus. Ternus’s first memo promised a “huge launch next week,” meaning the next iPhone event lan
Groq raises $350M to fuel its pivot from AI chips to neocloud
AI infrastructure firm Groq has secured $350 million in fresh funding, marking its ongoing transition from a specialized chip developer to a neocloud provider offering robust GPU and AI infrastructure services.Backed by Disruptive Technologies, with
2026 Latest Best Top-rated AI Style Transfer Tools for Creative Experiments! XIX.AI has curated a powerful, game-changing collection of must-try tools that deliver exceptional results through real-world tests and rigorous rankings. These top solutions help creatives boost productivity significantly by accelerating content creation and unlocking endless creative possibilities. Explore now to discover your perfect tool and start creating today!
9 tools
xix.ai
2026 Latest Best Top-Rated AI Dialogue Bubble Tools for Visual Storytelling are here on XIX.AI! This curated collection features powerful, game-changing tools that help creators boost productivity and overcome creative bottlenecks. Get a free vs paid comparison, see real-world tests, and check the latest rankings to find the must-try solutions perfect for crafting engaging visual narratives. Explore now to discover your ideal tool!
10 tools
xix.ai
2026 Latest Top-Rated Best AI Meeting Summary Tools for Clear Decision Tracking and Effortless Follow-Ups. This curated list showcases powerful, game-changing solutions that boost productivity dramatically by automating meeting notes, identifying key action items, and streamlining team coordination across all projects. Get a free vs paid comparison along with real-world tests and weekly updated rankings to help you find the perfect tool. Explore now to unlock your AI edge!
9 tools
xix.ai
2026 Latest Best Top-rated AI Data Cleaning Tools for quick fixing of missing values and duplicates. This curated list showcases powerful, game-changing solutions that boost productivity significantly. Each option has undergone rigorous real-world tests to ensure reliability. Get a free vs paid comparison and discover the must-try tool that fits your needs best. Explore now at XIX.AI to Unlock your AI edge.
11 tools
xix.ai
2026 Latest Best Top-Rated AI Creative Ideation Tools for Artists are curated by XIX.AI to help creators break through visual blocks and boost creativity instantly. These powerful game-changing tools offer real-world tests, detailed free vs paid comparison, and weekly updated rankings. Discover your perfect tool to accelerate content creation and unlock your AI edge today. Explore now!
14 tools
xix.ai
2026 Latest Best AI Beat Makers for TikTok Background Tracks, Reels Audio, and Creator Promo Music! XIX.AI has curated a top-rated list of powerful game-changing tools that go through real-world tests to deliver flawless music for every content need. You’ll find detailed free vs paid comparison data, weekly updated rankings, and must-try options to help you boost creativity and productivity. Explore now to discover your perfect tool!
11 tools
xix.ai
哈哈，老黄又要开奖了！财报估计又是涨涨涨，虽然之前担心出口限制，但感觉AIGC这波需求根本挡不住啊，各家都在疯狂囤H100。不过有点好奇，这波算力需求会不会把其他业务线挤得更边缘？ 🤔
NV这一季财报真让人揪心啊！出口管制令加上硬件需求波动，感觉他们在走钢丝😅 不过老黄的转型能力一直很强，说不定又能变出什么新花样？
Nvidia这季度业绩肯定又要炸了 🚀 限制令反而突显了他们的不可替代性！不过中国市场那块真让人捏把汗，不知道黄老板又准备了啥B计划？
