- Entry
- $195.56
- Final
- $199.00 +1.8%
- Target
- —
- Score
- +0.18
Most of the post-earnings coverage is focused on the revenue beat and $78B Q1 guidance. What's getting missed: that $78B assumes zero China Data Center revenue. CFO Colette Kress said explicitly on the call tonight that while H200 chips were approved for sale to China by the US government, Nvidia has not generated any revenue from them and doesn't know whether imports will be allowed in. Trump gave the green light last month, Beijing reportedly approved purchases by ByteDance, Alibaba …
— ORIGINAL POST ·
Nvidia's China revenue is still zero despite Trump's export approval. What that means for the $78B guidance
· r/investing
· Feb 26, 2026