Nvidia Make Big Bada Boom Money, But China Want More, Is Very Confuse!

Nvidia Make More Money Than I See In Whole Kazakhstan!

Jagshemash! Borat here reporting live from… well not Kazakhstan. Too many gypsies! Today we talk about Nvidia the company that makes the computer brains for AI. Wall Street say Nvidia make 93 cents per share adjust. That's like many tenges! They expect Nvidia make even more – 99 cents adjust – in July. Is very impressive! High five!

AI Chip Boom Boom!

Nvidia selling graphics processors like hot cakes made of… well I don't know what hot cakes are made of. But they are popular! Everybody want AI chips. Is like when I try to sell my sister – very high demand! But no cooling down unlike my wife after visit to public toilet.

China China Problems All The Time!

But uh oh! Big problem. Trump administration say Nvidia need special permission – like when I need permission to wear mankini in America – to sell special chips to China. These chips called H20 made special for Chinese market. Nvidia say they lose $5.5 billion. Is big problem for Nvidia like when I lose Pamela Anderson at wedding!

Jensen Huang Diplomat Extraordinaire!

The big boss man Jensen Huang go to Saudi Arabia to sell AI stuff. Is like when I go to America to sell Kazakhstan as tourist destination! He must talk about these new rules and how Nvidia will still make money. Very important or the stock market will go 'wah wah wee wah!'

Blackwell Magic: Is There Enough?

Important question: Does Nvidia have enough Blackwell? Blackwell is like the newest model of Lada – very powerful! Everyone want it but maybe not enough to go around. Investors want to know if people still want Blackwell like GB200. If Nvidia say yes stock will go 'to the moon!' as Americans say. Is very excite!

Hyperscalers: The Big Spenders!

Nvidia make so much money because of cloud providers like Microsoft and Meta. These companies buy Nvidia chips to put in their data centers. Is like buying many wives – very expensive! But these companies say they will keep spending money on AI. Very nice! I learn English from watching 'Baywatch'.