Page Loader
Business • Jun 13, 2025

NVIDIA excludes China from revenue forecasts

NVIDIA is no longer counting on sales from China in its revenue forecasts, thanks to tough US restrictions on advanced chip exports. CEO Jensen Huang doesn't see these rules easing up anytime soon, so NVIDIA is moving forward without expecting a quick policy change—even though things could shift down the line.

TL;DR

New US rules require special licenses for NVIDIA's chips

New US rules introduced in April now require special licenses for NVIDIA's H20 chips sold to China. This move is set to cut NVIDIA's second-quarter revenue by $8 billion, showing just how much these restrictions are shaking up the company's business.