NVIDIA financial report exceeds expectations again but receives a lukewarm response; CFO hints that revenue in China remains uncertain.

During the earnings call on February 26th, NVIDIA's Executive Vice President and Chief Financial Officer Colette Kress stated that the company is expecting quarter-over-quarter revenue growth in each quarter of 2026, with the annual increase expected to exceed the $50 billion revenue opportunity disclosed last year. "Although the U.S. government has approved the export of a small amount of H200 products to Chinese customers, we have not generated any revenue from this yet, and it is uncertain whether future imports of related products to China will be allowed," said Colette Kress. She also mentioned that NVIDIA's competitors in China are rapidly growing with recent IPOs and have the potential to reshape the global AI industry landscape in the long term.