Nvidia Guided to $91 Billion. Wall Street Penciled In $92 Billion.

Nvidia guided fiscal Q2 revenue to $91.0 billion (±2%), with Wall Street estimating $91.9 billion—a modest $1 billion gap. The company assumes zero China data center revenue and maintains a 75% gross margin. While the guidance implies near-doubling year-over-year growth, the narrow gap between guidance and estimates is unusually quiet for a stock historically defined by blowout quarters. Key risks include margin performance and whether Nvidia can repeat its recent pattern of beating estimates.