Overview
- CEO Jensen Huang said in Taiwan that Nvidia is not planning to ship Blackwell datacenter GPUs to China and that there are no active discussions on such sales.
- Chinese authorities have reportedly barred state-funded datacenters from deploying foreign AI chips as officials press large tech firms to favor domestic suppliers.
- Nvidia can still sell some lower-end Blackwell-based consumer graphics cards in China despite the halt on datacenter parts.
- The company’s Q3 outlook already excluded China and near-term financial impact is seen as minimal, with a prior H20 revenue-sharing arrangement pending formal U.S. regulations.
- President Trump had said he would raise Blackwell sales with President Xi, but those talks did not take place.