Nvidia's $78 B Guidance Assumes Zero China Data‑Center Revenue Amid Export Uncertainty

Nvidia’s first‑quarter revenue outlook of $78 billion is built on a full‑year assumption of zero data‑center sales to China, despite a U.S. export license for H200 AI chips. CFO Colette Kress confirmed on the earnings call that no shipments have been realized and the company cannot yet determine whether imports will be permitted. While the Trump administration granted a license and Chinese firms s

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Source: https://www.reddit.com/r/investing/comments/1reuxnj/nvidias_china_revenue_is_still_zero_despite/

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Council (4 models): Synthesis failed

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