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Nvidia’s Potential Return to China
Nvidia, currently barred from selling its GPUs in China, accounted for 13% of the company’s revenue in 2024, amounting to $17.1 billion. The Trump administration is reportedly considering allowing Nvidia to sell its H200 chips in China, which could significantly impact the company’s revenue.
Current Sales Situation
Previously, Nvidia could sell its downgraded H20 chip in China until new export rules were imposed in April 2025. In fiscal Q3 2026, Nvidia reported $57 billion in revenue, with data center sales reaching $51.2 billion, reflecting a 62% increase from the previous year. The company has also provided guidance of $67 billion in sales for the fourth quarter.
Regulatory Hurdles Ahead
Before Nvidia can resume sales of the H200 chips, which are more powerful than previous models, it must navigate regulatory challenges, including whether the chips will require modifications to meet U.S. guidelines and assuage national security concerns in China.
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