Nvidia Excludes China from Revenue Forecasts Amid Export Curbs

Nvidia adjusts revenue forecasts, excluding China due to ongoing U.S. chip export restrictions. Here's what it means for the AI chip leader.
Matilda
Nvidia Excludes China from Revenue Forecasts Amid Export Curbs
Nvidia China Revenue Forecast Exclusion Signals Long-Term Strategy Shift Nvidia has officially excluded China from its revenue and profit forecasts, signaling a major shift in how the AI chip giant approaches one of its historically largest markets. The move comes amid persistent U.S. government restrictions on high-end chip exports to China, particularly Nvidia’s powerful H20 AI chips. With little optimism for regulatory relief, Nvidia CEO Jensen Huang made it clear that the company no longer considers China a reliable component of its financial planning.                       Image Credits:Akio Kon/Bloomberg / Getty Images This adjustment to the Nvidia China revenue forecast isn't just a numbers game—it reflects a broader geopolitical recalibration. As tensions between the U.S. and China continue to influence global supply chains and tech regulation, Nvidia is positioning itself to prioritize markets less vulnerable to political volatility. Let’s explore what’s behind this strategi…