Nvidia Foregoes China Datacenter Revenue Forecast

Nvidia says its Q1 fiscal 2027 revenue forecast excludes any Chinese datacenter sales as Beijing has not approved H200 imports nearly three months after the U.S. allowed limited exports in December. CFO Colette Kress warned of technological decoupling risk while CEO Jensen Huang discussed challenges and niche imaging use cases for orbital datacenters; Nvidia still forecasts about $78 billion revenue for Q1.