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Nvidia's China revenue exposure: What New Street estimates

CNBC World •
November 09, 2026 • 08:13 PM
• By Tobias Burns
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Nvidia is central to the AI buildout and a significant portion of sales come from China despite export controls.

Nvidia's China revenue exposure: What New Street estimates

Nvidia is central to the AI buildout and a significant portion of sales come from China despite export controls.

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Same Story from Other Publications

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6 Publications
TechCrunch
1h ago
Export-banned Nvidia chips are behind China's most powerful AI models—uh oh, Jensen! | TechCrunch

Export-banned Nvidia chips are behind China's most powerful AI models—uh oh, Jensen! | TechCrunch

New research shows the most advanced AI models from China were trained on banned Nvidia chips.

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The Next Web (TNW)
3h ago
Bessent says anyone at Nvidia should answer for chips reaching China

Bessent says anyone at Nvidia should answer for chips reaching China

“Did Nvidia know their client?” Bessent asks, saying anyone at the company should be held accountable for chips leaking to China.

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Rest of World
3h ago
How Jensen Huang’s exit from Nvidia impacts China’s AI supply chain

How Jensen Huang’s exit from Nvidia impacts China’s AI supply chain

The founder’s stunning departure removes Beijing’s biggest advocate in Silicon Valley, accelerates chip stockpiling, and leaves Asian suppliers bracing for what comes next.

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BBC News
4h ago
Bessent blames Lutnick's department for not banning Nvidia chip sales to China-linked firm

Bessent blames Lutnick's department for not banning Nvidia chip sales to China-linked firm

Scott Bessent told CNBC that several government agencies "were in favour of putting Megaspeed on the entity list for months".

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The Guardian
13h ago
Nvidia scandal sparks US national security furore and calls to take tough line on China

Nvidia scandal sparks US national security furore and calls to take tough line on China

Former CEO Jensen Huang and US commerce secretary to appear before Congress amid bipartisan concern that America’s security was put at risk

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ABC News Australia
18h ago
Nvidia's Jensen Huang scandal brings China's spy networks into view

Nvidia's Jensen Huang scandal brings China's spy networks into view

With all eyes on the Nvidia sex scandal, questions are being asked about China's vast and complex spy networks, and just how much influence they have around the world.

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