Nvidia is still not including China in its revenue outlook.
NvidiaNvidia(US:NVDA) Yahoo Finance·2026-05-20 22:30

While the US government has approved licenses for H200 to be shipped to China-based customers, we have yet to generate any revenue and we are uncertain whether any imports will be allowed into the country. As a result, consistent with last quarter, we are not including any China data center compute revenue in our outlook. ...

Nvidia is still not including China in its revenue outlook. - Reportify