NVIDIA Forecasts Zero China Data Center Revenue, Targets $20B Vera CPU Sales
NVIDIA reported record Q1 2027 revenue driven by strong hyperscale cloud and AI native cloud demand, while excluding any data center compute revenue from China in its outlook. CEO Huang forecasts $20 billion in stand-alone Vera CPU sales and is accelerating Vera Rubin deployment to boost inference market share.
1. Record Q1 2027 Performance
NVIDIA delivered record Q1 2027 revenue driven by strong demand across hyperscale cloud and AI native cloud segments. The company aims to outpace hyperscaler CapEx growth by leveraging its diverse data center business.
2. China Revenue Exclusion
NVIDIA’s outlook excludes data center compute revenue from China due to ongoing geopolitical uncertainties. This omission underscores potential risks to its international sales trajectory.
3. Vera Architectures and CPU Ambitions
The company is accelerating production of Vera Rubin to enhance its inference market position beyond Grace Blackwell. NVIDIA also forecasts $20 billion in stand-alone Vera CPU sales, highlighting the CPU’s role in agentic AI workloads.