According to Bloomberg, NVIDIA sold a small number of H200 AI chips to Chinese customers in its most recent fiscal quarter ended July 26, but revenue from these sales accounted for less than 1% of its data center business revenue. Although NVIDIA received U.S. government approval in January to export a limited quantity of H200 chips to China, it was unable to complete sales up to the approved limit due to factors such as opposition from Chinese authorities. Due to weakening demand and inventory buildup, NVIDIA has recorded approximately $400 million in charges for excess H200 inventory over the past six months.
NVIDIA's H200 chip sales to China account for less than 1% of data center revenue.
TechFlowShare
Summary
Sales of NVIDIA's H200 chip to China in the fiscal quarter ending July 26, 2026, accounted for less than 1% of data center revenue. The company sold only a limited number of units despite U.S. approval in January 2026. Chinese authorities reportedly blocked full utilization of the quota. Inventory costs resulting from weak demand and excess stock now total approximately $400 million. Traders evaluating the risk-to-reward ratio may consider this a factor in technical analysis for crypto market positioning.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.