As we look ahead to Nvidia earnings, uncertainty around its China business is an overhang after reports that Nvidia has halted production of its made for China chip. Christina Parcelves has more. Hi Christina. Hi Courtney.Well, for Nvidia, the China story is less about what just happened and more about what comes next. The company's latest quarter will almost certainly show zero revenue from China after the H20 export ban, which is a stark contrast to the estimated $16 billion backlog that Oppenheimer said ...

Core Insights - Nvidia is developing a new China-specific chip called the B30, aimed at powering AI models, despite tightening export controls from the Trump administration [1][4] - The company plans to produce over 1 million B30 chips this year, which are compliant with the new export regulations [2][4] - Nvidia expects to lose $8 billion in chip sales to China this quarter due to previous restrictions [4][5] Company Strategy - The B30 chip is attracting interest from major Chinese tech companies like ByteDance, Alibaba, and Tencent [1] - Nvidia's strategy includes creating products that comply with export controls to maintain access to the Chinese market [9] - CEO Jensen Huang indicated that the company is considering new chip releases that adhere to current regulations [6][9] Financial Impact - Nvidia anticipates a revenue of approximately $45 billion in the fiscal second quarter, factoring in the $8 billion loss from the blocked H20 chip sales to China [5] - Shares of Nvidia saw a slight increase of about 1% in trading following the news [4]