Nvidia to exclude China from its revenue and profit forecasts

Nvidia is taking a bold step by excluding the Chinese market from its revenue and profit projections. CEO Jensen Huang shared this strategic decision during an interview with CNN, expressing his strong belief that the U.S. is unlikely to lift its stringent chip export restrictions to China in the near future. Huang indicated that any potential reversal by the Trump administration regarding these controls would be considered a pleasant surprise rather than an expectation. The export limitations, which were implemented in April, specifically target Nvidia's H20 chips—its most advanced AI technology available for sale to China. As a result of these restrictions, Nvidia has already anticipated a significant financial impact, projecting an $8 billion decline in revenue for the upcoming second quarter. The company has yet to respond to additional inquiries regarding this matter.