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Export Ban Limits NVIDIA China Sales as Huawei, Cambricon Raise Prices

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Export controls bar NVIDIA from China’s data center compute revenue by cutting off direct HBM supply. Huawei and Cambricon instead source through third-country intermediaries, driving prices up sharply. NVIDIA’s Q2 revenue rose to $96.22B (+105.8% YoY) with Data Center at $89.02B, while China Hoppers stayed under 1% of that segment.

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