<ul><li>Nvidia is set to report Q1 earnings for fiscal year 2026, with focus likely on the impact of U.S. chip export controls on its international chip business and future guidance.</li><li>Zacks Investment Research suggests that Nvidia's rollout of the new GB200 NVL72 hardware, a single-rack exascale computer, is a crucial area for shareholders to monitor. Delivery estimates for the machine have been adjusted following chaos around DeepSeek in January.</li><li>The company's ability to deliver a significant number of the GB200 NVL72 units in Q2 could positively influence investor sentiment regarding enterprise adoption of the latest AI tech.</li><li>While U.S. export controls might have short-term effects on Nvidia's stock, the long-term valuation is believed to be more impacted by the demand for GB200 NVL72 units, as Nvidia has proven resilience to market fluctuations.</li></ul>

Why export restrictions aren’t the only thing to pay attention to in Nvidia’s earnings

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