Nvidia Excludes China from Revenue Forecasts

Nvidia Pivots Away from Chinese Market in Financial Projections

Nvidia has made a strategic decision to exclude China from its revenue forecasts, signaling low expectations for any near-term reversal of U.S. export restrictions. CEO Jensen Huang stated this position clearly in a recent CNN interview, acknowledging the significant impact of current trade policies on the company’s operations.

Export Restrictions Reshape Business Strategy

The Trump administration’s April 2025 decision to impose licensing requirements on Nvidia’s H20 AI chips triggered this major shift. These advanced processors represent the most sophisticated technology Nvidia can legally sell to Chinese customers. The company has already projected an $8 billion revenue shortfall in Q2 as a direct consequence of these export controls.

CEO Huang’s Pragmatic Outlook

During the CNN interview, Huang emphasized that Nvidia isn’t anticipating policy changes that would reopen the Chinese market. While acknowledging that relaxed restrictions would be a welcome “bonus,” the tech giant is proceeding with financial planning that completely excludes potential Chinese revenue. This conservative approach reflects the company’s adaptation to the current geopolitical climate.

A Nvidia spokesperson confirmed the company’s stance, referencing Huang’s previous statements about China during their Q1 earnings call. The move highlights how global tech trade policies are forcing major semiconductor companies to fundamentally rethink their market strategies and financial projections.