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Why export restrictions aren’t the only thing to pay attention to in Nvidia’s earnings
Nvidia started shipping its new GB200 NVL72 units this quarter and it isn't clear what the demand for these units looks like yet.
Kevin Cook, a senior equity strategist at Zacks Investment Research who has followed Nvidia for a decade, told TechCrunch he believes the company’s rollout its new GB200 NVL72 hardware — a single-rack exascale computer that started shipping in February — is a much more important area for shareholders to focus on. Even if chip export restrictions on China remain or become more stringent, Cook argued that Nvidia isn’t struggling to find customers elsewhere. “As long as we hear that deliveries are expected to be steady to exceptional, then whatever fluctuations in this quarter’s revenue, I think, are going to be put on the back burner because the wind is in their sails for the rest of the year,” Cook said.
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