NVIDIA's future financial forecasts will exclude revenue and profits from the Chinese market. The strict U.S. chip export ban to China is not only a focal point in U.S.-China negotiations but also forces companies like NVIDIA and AMD to watch as Chinese firms like Huawei grow stronger. NVIDIA CEO Jensen Huang stated that due to stricter U.S. export restrictions on China, the company decided to exclude the Chinese market's revenue and profits from its financial forecasts.

According to reports, Huang noted in a meeting on the 12th that, as the U.S. has further adjusted export control measures, shipments of the H20 chip, specifically for the Chinese market, would be limited. He does not expect that a new round of negotiations between the U.S. and China will lift the relevant bans and thus decided to omit the figures for the Chinese market from financial forecasts.

NVIDIA's financial report indicates that in the first quarter of 2025, revenue from the H20 chip reached $4.6 billion, with the Chinese market accounting for 12.5% of NVIDIA's total revenue for that quarter. However, following the implementation of the U.S. ban, NVIDIA has recorded a $4.5 billion loss in the first quarter of fiscal year 2026 and is projected to lose another $8 billion in revenue in the second quarter.

D.A. Davidson analyst Gil Luria pointed out that if NVIDIA cannot restore shipments of AI chips to China, it may put pressure on NVIDIA's financial forecasts for 2026. Huang warned that while American firms are technically a generation ahead of Huawei, if they are barred from China's market, Huawei will occupy that market.

Arm CEO Rene Haas also expressed support for Huang, stating that U.S. export controls against China will only strengthen its resolve to develop indigenous technology, ultimately being detrimental to the U.S.