UBS analysts anticipate Nvidia will report fiscal Q1 revenue of approximately $44 billion, slightly above guidance, easing investor concerns despite challenges from regulatory and supply chain issues. Adjusted EPS is expected at $0.76, below the consensus of $0.89, primarily due to gross margin impacts from the U.S. H20 GPU export ban. Looking ahead, Nvidia is projected to see strong data center growth in the second half of the year, driven by new product shipments, although gross margin outlook may soften due to delayed higher-margin compute boards.