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NVIDIA is attempting to build a 'walled garden' ecosystem, similar to Apple's strategy, by integrating components beyond GPUs in the data center.
NVIDIA confirmed it is not shipping any data center Hopper products to China.
In the first fiscal quarter of fiscal year 2026, NVIDIA had almost $4.6 billion of sales to China.
NVIDIA announced an additional $80 billion share buyback program.
Paul Meeks predicts that if NVIDIA announces new business with China, it could add 15% to its fiscal year revenues.
NVIDIA provided a sales forecast of $91 billion for the three months ending in July.
NVIDIA invested up to $2.1 billion in the data center developer IREN.
According to IREN, the primary bottleneck in building new AI data centers is physical infrastructure like utilities, concrete, and labor, not NVIDIA's GPU supply.
NVIDIA's outlook for the current fiscal second quarter does not reflect any revenues or shipments to China.
Jensen Huang and Colette Kress have stated that China represents a $50 billion opportunity for NVIDIA from a zero baseline.
According to Jensen Huang, Chinese tech companies are not permitted by the Chinese government to do business with NVIDIA.
Google and Amazon are trying to expand the workloads they can put on their own custom chips and encourage their cloud customers to use them over NVIDIA GPUs.