Nvidia Launches New Data Center Chips for China Market, Though Sales Impact Unclear
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Nvidia has developed new products for the China market that meet export control regulations and don't require a license. These made up mid-single digit % of Q4 data center revenue.
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Historically, China accounted for 20-25% of Nvidia's data center revenue. The new products are a big drop from that.
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Nvidia likely didn't lose sales in Q4 due to supply constraints, but could lose some long-term without China sales.
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Nvidia doesn't need China sales currently with huge demand elsewhere, but success with new products could provide a nice boost.
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New products are in early "sampling" stage for now. Beyond Q1, Nvidia will try to succeed in China within the export regulations.