NVDA · 10-Q · 2026Q2 · Full report
China Shipments Change
NVIDIA CORP · 2026-05-20 · Importance 90 · Surprise 100 · In source text
No shipments of Data Center Hopper products to China occurred in the quarter, compared with $4.6 billion of Hopper shipments to China in the first quarter of fiscal year 2026. The absence of Hopper shipments to China represents a large, year‑over‑year change in revenue flows for that product family. This change underscores the significance of export policy and licensing on regional product availability and revenue. The filing separately notes limited H200 licensing activity but no recognized revenue under that program to date.
Key facts
- No shipments of Data Center Hopper products to China occurred during the quarter, compared with $4.6 billion in the first quarter of fiscal year 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -5.6% | No shipments of Data Center Hopper products to China occurred during the quarter, compared with $4.6 billion in the first quarter of… |