Nvidia's China Comeback? Nvidia stock Buy, Sell Or Hold

Nvidia just erased China from its outlook. No more $2.5B quarterly headwind. No more "seeing is believing." Just ZERO.

The H200? Zero deliveries. Beijing banned the 5090D V2 workaround. Domestic chips (Huawei, Cambricon) now match Nvidia on relevant workloads.

The new CPU story adds $20B this year. But China lost $46B. The math doesn't math.

Plus, Bernstein says Nvidia's China AI chip share crashed from 95% to 8%. Domestic share crossed 60% for the first time.

Jensen Huang's own words: "We've essentially given that market to them."

The real question for investors: What happens to Nvidia's valuation multiples when the "China optionality" narrative dies?

Q2 earnings next. Watch the language around China — not just the CPU number.
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