Nvidia's CEO Jensen Huang has indicated that the company will not be factoring in revenue from the Chinese market in their forecasts, citing skepticism about the likelihood of the U.S. reversing recent chip export restrictions. The Trump administration's licensing requirements for Nvidia's advanced H20 chips came in April, which is anticipated to result in an $8 billion revenue loss in the second quarter. Nvidia's stance reflects a cautious approach, suggesting that current policies will remain unchanged for the foreseeable future.
Nvidia's CEO Jensen Huang expressed confidence that U.S. chip export restrictions to China will remain, noting he’s not counting on any reversal by the Trump administration.
The Trump administration's licensing requirements for Nvidia's advanced H20 chips are expected to adversely impact the company's revenue, leading to an estimated $8 billion loss in Q2.
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