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Nvidia H200 China sales 1% or more of Data Center?

Yes if 1% or more of Data Center revenue

Will Nvidia's October 2026 quarterly filing show licensed H200 sales to China at 1 percent or more of Data Center revenue?

The rule

Yes if Nvidia's 10-Q for the quarter ending October 25, 2026 states licensed China H200 shipments at 1 percent or more of Data Center revenue, no if below 1 percent or not disclosed.

Settles on a regulatory filing.

Source: SEC EDGAR, NVIDIA Form 10-Q for the third quarter of fiscal 2027, discussion of export controls and China (CIK 1045810)

What would move the Call

A public sign Beijing lets buyers take licensed H200 shipments before the quarter closes on October 25 would raise the number.

Closes

Nov 16

7:00 PM ET

The thesis

Are the US and China building two separate AI markets, or only two markets for chips?

A test is listed when its specification is admitted and a divergence names two sides. The open markets →

Question, rule and source from the DeepStack engine, data as of Nov 10, 2026. Analysis and opinion, not investment advice.

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