NVIDIA (NVDA) $91 billion Q2 FY27 revenue forecast does not include China data center sales

The NVIDIA Corporation has continued to face challenges in selling AI chips in China amid trade negotiations and disputes.

In the release of its recent earnings results, NVIDIA also discussed its forecasts for the quarter ahead. NVIDIA is expecting a revenue of around 91 billion for Q2 FY27, but it is not currently factoring “data center compute revenue” from China in that forecasted revenue estimate.

NVIDIA addressed its Q2 FY27 in its Q1 FY27 earnings results, posted on its investor relations website. There, it shared the following statement under the “Outlook” section:

Revenue is expected to be $91.0 billion, plus or minus 2%. We are not assuming any Data Center compute revenue from China in our outlook.

The NVIDIA Corporation has run into issues trying to do business in China for a while, with the situation exacerbated by contentious trade relations between the United States and China. Though NVIDIA purchased trade licenses to sell its AI H200 chips in China, it met with resistance when the country’s government urged its companies not to buy NVIDIA’s chips. US President Donald Trump has worked with NVIDIA to attempt to open up a deal which it would also pay a percentage of sales into the US government, but NVIDIA has yet to make real headway on active business in the region.

With its Q2 FY27 forecast, it doesn’t look like NVIDIA expects that to immediately change. As we watch for updates, stay tuned to the NVIDIA topic.  

Shacknews staff does not use generative artificial intelligence (AI) in their content. Shacknews strictly prohibits the use of its content for AI training or to generate text, including text in the style or format used for this publication. Shacknews reserves all rights to this work.