President Trump stated that the U.S. will receive 25% of the revenue from the sale of Nvidia's H200 chips to China.

However, there are rumors that China has ordered domestic companies to restrict the purchase of the H20 chip line to promote the development of domestic chips and slow down Nvidia's dominance.

The H200 is one of Nvidia's chips used for training and operating AI, but the strongest chip currently is Blackwell, with the highest version being Blackwell Ultra, which has not yet been sold to China.

Due to these factors, Nvidia is not incorporating large sales expectations from China into its future forecasts.