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Nvidia Market Share and Export Restrictions
Nvidia’s market share in China has plummeted from 95% to zero due to U.S. export restrictions, significantly impacting its revenue. In the fiscal year ending January 2022, Nvidia generated 26% of its revenue from China, which has since dropped to 11% in the first three quarters of fiscal 2026. The company anticipates losing $8 billion in revenue for the second quarter following recent export restrictions.
Trump’s Approval on H200 Sales
In December 2025, President Trump approved Nvidia’s sale of H200 GPUs in China, but mandated a 25% revenue share from sales, increased from a previously proposed 15%. This effectively imposes an export tax, raising concerns about future fees potentially escalating. Nvidia faces a critical decision: comply with the terms or forfeit access to the Chinese AI market.
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