<div id="readability-page-1">Record revenue expected: Nvidia projects Q1 FY27 revenue of $78 billion, up nearly 79% year over year, fueled by strong AI datacenter demand. China sales uncertainty: U.S. approved H200 chip sales to Chinese tech giants, but no deliveries have been made amid Beijing’s push for domestic alternatives. Analysts split: Some forecast significant upside from AI infrastructure expansion, while others warn of competition in AI inference and geopolitical headwinds.</div>

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<p>Nvidia anticipates record Q1 FY27 revenue of $78 billion, a 79% increase year-over-year, driven by AI datacenter demand. However, uncertainty surrounds sales in China due to U.S. approvals for H200 chip sales without deliveries, as Beijing promotes domestic alternatives. Analysts are divided on the outlook, with some optimistic about AI infrastructure growth and others cautioning against competition and geopolitical challenges.</p>

- Nvidia projects Q1 FY27 revenue of $78 billion, representing a nearly 79% increase year over year, driven by strong demand in AI datacenters.  
- The U.S. has approved H200 chip sales to Chinese tech giants, but no deliveries have occurred due to China's focus on domestic alternatives.  
- Analysts are divided, with some predicting substantial growth from AI infrastructure expansion while others caution against competition in AI inference and geopolitical challenges.

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Nvidia eyes blockbuster earnings as China chip sales remain uncertain