By Unknown
Publication Date: 2026-09-22 03:33:00
Key Points
Nvidia’s $108.0 billion revenue forecast for its fiscal third quarter assumes no data center compute revenue from China.
Customers with headquarters in China made up about 8% of Nvidia’s revenue last quarter, and hardly any of it was data center compute.
President Donald Trump hosts Chinese President Xi Jinping at the White House on Thursday, Sept. 24, with artificial intelligence among the key topics on the agenda.
Nvidia(NASDAQ:NVDA) guided for $108.0 billion of fiscal third-quarter revenue in late August, and the forecast carried a footnote: The company is “not assuming any Data Center compute revenue from China” in its outlook.
Reaching the figure would require growing about 89% from the prior-year quarter’s $57.0 billion. And it assumes nothing whatsoever from the world’s second-largest economy in the business that generates over 90% of Nvidia’s sales.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
On Thursday, Sept. 24, President Donald Trump hosts Chinese President Xi Jinping at the White House, with artificial intelligence (AI) among the main topics on the agenda. Nvidia CEO Jensen Huang is reportedly among the tech executives expected at the state dinner that night.
What is China worth to a forecast that assumes nothing from it?
Image source: The…
