Nvidia excludes China data center revenue from outlook amid H200 delay
( May 21, 2026, 10:15 GMT | Official Statement) -- MLex Summary: Nvidia said it is not assuming any data center compute revenue from China in its outlook for the second quarter of fiscal 2027, according to the company’s earnings release. The disclosure on Wednesday comes as Beijing has yet to formally approve imports of Nvidia’s H200 chips, despite the US Commerce Department’s Bureau of Industry and Security recently clearing sales to more than 10 Chinese companies. Nvidia reported record first-quarter revenue of $81.6 billion for the period ended April 26, up 85 percent from a year earlier. Data center revenue, the company’s largest business segment, rose 92 percent from a year ago to $75.2 billion. Excerpts of the statement follow: ...
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