Nvidia Earnings: Live Updates and Commentary May 2025
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What Jensen Huang had to say at Computex 2025
Ahead of next week’s big earnings event, Nvidia CEO Jensen Huang delivered the keynote address at Computex 2025, a global computing tech show.
Speaking to a crowd of more than 4,000 people, the executive cheered the Trump administration’s recent decision to suspend former President Joe Biden’s tiered restrictions on AI chip exports to China.
The AI market in China has extreme growth potential, Huang noted, and could reach $50 billion this year.
Nvidia said in April it expects to incur $5.5 billion in additional costs in its first quarter due to new licensing requirements put in place by the Trump administration.
Other announcements Huang made during Computex included a joint venture between Nvidia, Foxconn Hon Hai Technology Group and the Taiwan government to build an AI factory supercomputer.
Huang also discussed NVLink Fusion, a new architecture that will allow hyperscalers to create semi-custom compute solutions.
“This technology aims to break down traditional data center bottlenecks, enabling a new level of AI scale and more flexible, optimized system designs tailored to specific AI workloads,” Nvidia stated in a blog post.
Huang’s keynote address at Computex “positioned NVDA as the dominant AI infrastructure player, drawing parallels to electricity and Internet transformations,” said CFRA Research analyst Angelo Zino.
– Karee Venema
What time is Nvidia’s earnings release?
Nvidia will release its first-quarter earnings report after the stock market closes on Wednesday, May 28. The results typically come through around 4:20 pm to 4:30 pm Eastern Standard Time.
The release of Nvidia’s earnings report will be followed by a conference call, which will begin at 5 pm EST.
– Karee Venema
Karee Venema
With over a decade of experience writing about the stock market, Karee Venema is the senior investing editor at Kiplinger.com. She joined the publication in April 2021, and oversees a wide range of investing coverage, including content focused on equities, fixed income, mutual funds, ETFs, macroeconomics and more.
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