Nvidia H200 China sales 1% or more of Data Center?
15 voices · 15 claims3 sides
The other numbers are hidden until you lock yours. The readers, the machines and the Call are waiting.
The two sides
One Market for the Token
Demand for Nvidia chips is global and sticky, so licensed China shipments could cross 1 percent once buyers return.
The Fence Holds and Climbs
Export controls keep China shipments thin, so this stays under 1 percent like the prior quarter.
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. SEC EDGAR, NVIDIA Form 10-Q for the third quarter of fiscal 2027, discussion of export controls and China (CIK 1045810)
The exact question and the full rule
Does Nvidia's Form 10-Q for the quarter ending October 25, 2026 put shipments of licensed H200 products to China-based customers at 1% or more of that quarter's Data Center revenue?
Read the 10-Q's discussion of export controls and of the H200 licenses for China. The answer is yes if it states a share of 1% or more, or a dollar amount equal to or above 1% of the quarter's Data Center revenue, for shipments of H200, or of another product licensed under the rule of January 15, 2026, to customers in China; no if it states less than 1%, says there were no such shipments, or gives no figure for them. In the quarter ended July 26, 2026 the same section said less than 1% of Data Center revenue of $89.0 billion.
If the source is late or silent: If the 10-Q is not public on SEC EDGAR by December 15, 2026, the test is inconclusive, and the Result says what was read and what was missing; the next reading is January 5, 2027. A share given only for all shipments to China, or for all Hopper products, does not decide the test and enters the Result as evidence.