Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.

Nvidia's Forecast Assumes No Data Center Chip Sales to China. The Sept. 24 U.S.-China Summit Could Change That.

The AI chip giant's $108 billion forecast puts its AI chip sales to China at zero. On Thursday, the two governments holding them there will meet at the White House.

Nvidia Stock Gains 2.3% Before Trump-Xi Talks, but Lags Chip Rivals

New York, September 22, 2026, 06:55 (EDT) Nvidia closed Monday at $227.38, up 2.30% in regular trading.Volume was 109.27 million shares, about 15% below its recent average.Nvidia's current quarterly guide assumes no China data-center compute revenue. Nvidia Corporation (NASDAQ:NVDA) gained $5.11 to $227.38 on Monday. The 2.30% rise accompanied a record close for the Nasdaq…

Nvidia forecasts $108B in quarterly revenue, assumes zero chip sales to China

Nvidia's robust growth despite China's absence highlights global AI infrastructure demand, while potential policy shifts could unlock significant revenue.