Nvidia: China Is More Of FQ2 Distraction

Nvidia enters FQ2'26 results with a murky picture on sales to Chinese tech firms. Market research continues to forecast massive AI data center growth, with targets moving towards $1 trillion in sales by FY28. Nvidia is forecast to report $46 billion in FQ2 sales for 53% growth when reporting on August 27, while $8 billion in Chinese sales were blocked by the U.S. government.