Sourced evidence
NVIDIA: Hopper shipments to China were below 1% of Data Center revenue in Q2 FY2027
NVIDIA's Q2 FY2027 CFO commentary says Hopper shipments to China were below 1% of Data Center revenue ($89.0 billion), after BIS moved H200 licence review for China to case-by-case in January 2026. Press reports on August 27, 2026 described these as the first H200 shipments to China; NVIDIA's own commentary refers to Hopper and does not name H200. NVIDIA's $108 billion Q3 FY2027 guidance continued to assume no China data-center compute revenue.
- Type
- News report
- Published
- August 27, 2026
- Confidence
- 75/100
- Filed under
- NVIDIA
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Cite this
InsightNodes, "NVIDIA: Hopper shipments to China were below 1% of Data Center revenue in Q2 FY2027" (NVIDIA). Source: South China Morning Post / Bloomberg, August 27, 2026, https://www.scmp.com/tech/big-tech/article/3365383/nvidia-ships-first-h200s-china-forecasts-no-data-centre-computing-revenue. https://insightnodes.com/claims/e/nvidia-h200-china-shipments-resume-2026 (accessed October 29, 2026).
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