{"id":605935,"date":"2026-08-27T06:26:14","date_gmt":"2026-08-27T06:26:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/605935\/"},"modified":"2026-08-27T06:26:14","modified_gmt":"2026-08-27T06:26:14","slug":"nvidia-ships-first-h200-chips-to-china-but-forecasts-no-data-centre-computing-revenue","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/605935\/","title":{"rendered":"Nvidia ships first H200 chips to China, but forecasts no data-centre computing revenue"},"content":{"rendered":"<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Nvidia has confirmed its first shipments of H200 data-centre processors to China under a new US licensing scheme, ending a months-long lockout.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">However, the sales accounted for less than 1 per cent of the company\u2019s US$89 billion data-centre revenue in its second quarter, which ended on July 26.<\/p>\n<p>The H200 disclosure marked a shift from the previous quarter, when Nvidia said it had made no shipments of Data Centre Hopper products to China. Although Washington <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/news\/china\/diplomacy\/article\/3339797\/us-government-approves-nvidia-h200-chip-exports-china?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">approved H200 exports in January<\/a>, Beijing initially restricted purchases as it promoted home-grown alternatives, before allowing selected Chinese AI companies to buy limited quantities from last month.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The US chip giant\u2019s US$108 billion third-quarter revenue forecast continued to assume no data-centre computing revenue from China.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Despite the muted contribution from China, Nvidia struck an upbeat tone on global demand. The company said it expected revenue to grow by about 70 per cent in its 2028 financial year, describing the forecast as supply constrained.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">CEO Jensen Huang said actual demand was \u201cmuch greater than 70 per cent\u201d, adding that Nvidia\u2019s available supply allowed it to confidently forecast growth at that level.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cThe unconstrained [growth] would be a lot higher,\u201d Huang said in an earnings call webcast on Wednesday, adding that the company had secured significant capacity but still needed \u201ca lot more\u201d. He said hyperscalers represented only about half of the opportunity, with the remainder coming from enterprises, neo clouds and sovereign AI projects.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia has confirmed its first shipments of H200 data-centre processors to China under a new US licensing scheme,&hellip;\n","protected":false},"author":2,"featured_media":605936,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,10934,37236,218,219,2102,971,114153,114,61,60,14742,233,80,1519],"class_list":["post-605935","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-amazon-web-services","tag-apollo","tag-artificial-intelligence","tag-artificialintelligence","tag-beijing","tag-bloomberg","tag-brookfield","tag-china","tag-ie","tag-ireland","tag-jensen-huang","tag-nvidia","tag-technology","tag-washington"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/605935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=605935"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/605935\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/605936"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=605935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=605935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=605935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}