Nvidia will no longer include China in its revenue and profit forecasts due to ongoing U.S. export restrictions, according to company CEO Jensen Huang. Huang stated publicly that he does not anticipate the Trump administration will reverse its stance on limiting the export of advanced artificial intelligence chips to China in the near future.
The CEO remarked that if the U.S. government were to ease these restrictions, such a move would simply constitute “a bonus,” rather than an expectation upon which the company’s financial outlook depends. This decision arrives after the U.S. government imposed new licensing requirements in April for Nvidia’s H20 chips—currently the company’s most sophisticated AI processors approved for sale into China.
In Nvidia’s prior quarterly earnings announcement, the firm indicated these regulatory limits would likely result in an approximate $8 billion revenue shortfall during the upcoming second quarter. Nvidia has since resolved to exclude the Chinese market entirely from its forward-looking projections, signifying the seriousness with which it views the permanence of these restrictions.
