Nvidia has not yet generated revenue from H200 chip sales in China and its market access remains uncertain due to geopolitical factors, despite U.S. approval for shipments. This situation affects Nvidia's participation in the significant Chinese AI market, even as global demand for its processors soars.

Nvidia has not generated any revenue from H200 chip sales to China and remains uncertain whether the product will be allowed into the country, the US chip giant said on Wednesday, underscoring how geopolitics continues to cloud its access to one of the world’s largest AI markets even as global demand for its data centre processors surged to a record high. While Washington has approved licences for H200 shipments to China-based customers, Colette Kress, Nvidia’s executive vice-president and chief...