NVIDIA: Zero China Revenue Q1/Q2, H200 Licensed; Trump Buys $1-5M Stock
NVDA sits 66% above its 52-week low of $129.16.
Summary
NVIDIA reported zero data-center compute revenue from China in fiscal Q1 and expects none in the current quarter, citing export limits on advanced H200/Hopper hardware. This specific detail on China revenue provides a clearer picture of the impact of US export controls, despite the company's overall record Q1 FY27 results. CEO Jensen Huang noted H200 chips are licensed for shipment to China, suggesting future market access. Separately, former President Trump purchased $1-5 million in NVIDIA stock in early March, preceding an administration approval for advanced chip sales to China. This investment could be interpreted as a vote of confidence.
At the time of this announcement, NVDA was trading at $214.28 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.2T. The 52-week trading range was $129.16 to $236.54. This news item was assessed with neutral market sentiment and an importance score of 8 out of 10. Source: Wiseek News.