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Nvidia’s China Bet: Upside or Risk | Durham News
Nvidia’s first H200 chip shipments to China won’t dent quarterly earnings, but they’re a game-changer for U.S. investors—because the company’s forecast assumes zero China revenue. Any sales there could be pure upside, turning a previously “zero” market into a potential revenue stream. But it’s a high-wire act: while these shipments could boost profits, they also carry the same geopolitical risks that once led to multibillion-dollar write-downs. Nvidia’s current growth—85% YoY—is driven by U.S. demand, and these shipments are more about unlocking upside than solving a problem. With no revenue…
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