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Nvidia’s China opening could unlock surprise earnings upside

TST (Full) - (Official Feed) · 8h ago · 🇺🇸 United States
Nvidia’s China opening could unlock surprise earnings upside

Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...

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