Nvidia Excludes China From Revenue Forecasts

Nvidia Anticipates Continued Export Restrictions in China

Nvidia has made it clear that the US government isn’t likely to loosen its chip export restrictions to China in the near future. The tech giant is so certain of this outlook that it has decided to completely exclude Chinese market revenue from its financial projections.

Leadership’s Strategic Decision

CEO Jensen Huang revealed this significant move in a recent CNN interview, stating he doesn’t expect the Trump administration to reverse its current policies. “It would be a welcome bonus if restrictions eased,” Huang noted, “but we’re not counting on it for our business planning.”

The company’s stance follows April’s introduction of licensing requirements for Nvidia’s H20 AI chips – the most advanced semiconductors the company could previously sell to Chinese customers. These export controls have already created substantial financial consequences.

$8 Billion Revenue Impact

Nvidia’s first-quarter financial reports quantified the damage clearly. The restrictions are projected to cause an $8 billion shortfall in second-quarter revenue – a massive blow that demonstrates China’s importance to Nvidia’s business operations.

When asked for comment, company representatives directed attention to Huang’s previous remarks about China during Nvidia’s Q1 earnings call, suggesting no change in corporate messaging regarding the challenging situation.

This strategic shift highlights how geopolitical tensions continue reshaping the tech industry landscape as companies navigate increasingly complex regulatory environments. Nvidia’s decision to completely remove China from its financial outlook demonstrates both realism about current policies and preparation for long-term challenges in the critical semiconductor market.