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Live from San Francisco to our TV and radio audiences around the world, welcome to a special edition of Bloomberg technology.

I'm Ed Ludlow.

In just a few moments, Nvidia's CEO Jensen Wang will join us for a live interview following

the company's latest earnings report. Invidia posting revenue of $44 billion for the fiscal first quarter.

Even as a slowdown in China weighed on results,

Nvidia gave a positive outlook.

I want to bring in Bloomberg's Ian King, who leads our coverage of semiconductors here at Bloomberg,

and there is some math to be done because

the outlook for sales in the fiscal second quarter was $45 billion plus or minus 2%. But the big

disclosure was that there was $8 billion in revenue lost because of the restrictions on H20,

the China-specific chip. What else do we need to know apart from that?

Yeah, I mean, the high level is here, in some respects, it was worse than people had feared,

but in others it was much better than they had hoped.

The China blow was arguably much worse than some analysts are projected.

They were saying, you know, at the worst end,

we're going to see $7 billion of revenue go away here.

And V-Vidio said, eight.

But guess what?

Still in line or there or thereabouts with where consensus was,

...