Jensen Huang: NVIDIA Has 'Dropped to Zero' in China — Projects No Revenue from World's Second-Largest Market
The Motley Fool·high signal
NVIDIA CEO Jensen Huang disclosed the company's China market share collapsed from over 90% to zero, telling investors 'Today, in China, we have now dropped to zero.' NVIDIA expects no revenue from China in fiscal Q1 2027 (ended April 2026), results due May 20. Despite losing the entire Chinese market, NVIDIA projects $78 billion quarterly revenue (up ~77% YoY), as U.S. hyperscaler demand — including Microsoft's $190B 2026 capex alone — more than compensates.