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

Key Points Nvidia's $108.0 billion revenue forecast for its fiscal third quarter assumes no data center compute revenue from China. Customers with headquarters in China made up about 8% of Nvidia's revenue last quarter, and hardly any of it was data center compute. President Donald Trump hosts Chinese President Xi Jinping at the White House on Thursday, Sept. 24, with artificial intelligence among the key topics on the agenda. 10 stocks we like better than Nvidia › Nvidia (NASDAQ:NVDA) guided for $108.0 billion of fiscal third-quarter revenue in late August, and the forecast carried a footnote: The company is "not assuming any Data Center compute revenue from China" in its outlook.