--- title: "Jensen Huang confirmed the return of orders from China, and Wells Fargo estimates that NVIDIA's annual revenue is expected to gain an incremental $25 billion" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/279701469.md" description: "NVIDIA CEO Jensen Huang confirmed that the company has received purchase orders from Chinese customers, and Wells Fargo expects this to bring NVIDIA over $25 billion in incremental revenue annually. Analysts pointed out that the Chinese market accounts for 20% to 25% of NVIDIA's total data center revenue. In addition, NVIDIA is also developing Groq language processing units (LPU), which are expected to be shipped to Chinese customers as early as next month" datetime: "2026-03-19T01:35:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279701469.md) - [en](https://longbridge.com/en/news/279701469.md) - [zh-HK](https://longbridge.com/zh-HK/news/279701469.md) --- > 支持的语言: [English](https://longbridge.com/en/news/279701469.md) | [繁體中文](https://longbridge.com/zh-HK/news/279701469.md) # Jensen Huang confirmed the return of orders from China, and Wells Fargo estimates that NVIDIA's annual revenue is expected to gain an incremental $25 billion According to the Zhitong Finance APP, after NVIDIA (NVDA.US) CEO Jensen Huang revealed that the company has received purchase orders from Chinese customers, Wells Fargo believes that China could provide a significant boost to this tech giant. Analyst Aaron Rakes wrote in a report to clients: "We previously estimated that China could bring in over $25 billion in incremental revenue annually, as well as more than $0.60 in non-GAAP earnings per share (EPS). As a reminder, NVIDIA reported that the H20 export controls impacted revenue by approximately $4.6 billion (about 12%) in the first quarter of fiscal year 2026 (April 2025) and approximately $4 billion (about 10%) in the second quarter of fiscal year 2026 (July 2025) (the H20 export ban occurred in mid-April). NVIDIA previously indicated that the Chinese market accounts for 20% to 25% of its total data center revenue. We believe NVIDIA may indicate that products will start being sold to China from this quarter." In addition to shipping H200 GPUs to Chinese customers, it has been reported that NVIDIA is also developing a Groq Language Processing Unit (LPU), which could be shipped to Chinese customers as early as next month. Rakes added that, unlike the H200 (which is a modified version of NVIDIA's Hopper GPU sold in the U.S. with lower performance), the Chinese version of the Groq LPU is unlikely to "downgrade specifications" but will "be able to adapt to different system configurations." NVIDIA announced in December 2025 that it had acquired the technology licensing from Groq in a deal worth $20 billion and hired its founder ### 相关股票 - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-CN/quote/NVDD.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [GraniteShares 2x Short NVDA Daily ETF (NVD.US)](https://longbridge.com/zh-CN/quote/NVD.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-CN/quote/NVDQ.US.md) - [AXS 1.5X NVDA Bear Daily ETF (NVDS.US)](https://longbridge.com/zh-CN/quote/NVDS.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-CN/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-CN/quote/07388.HK.md) ## 相关资讯与研究 - [Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT'](https://longbridge.com/zh-CN/news/279500740.md) - [LPU: Nvidia popularizes a new AI acronym](https://longbridge.com/zh-CN/news/279662346.md) - [Nvidia Still Top AI Pick With Massive Upside Ahead: Analyst](https://longbridge.com/zh-CN/news/279764436.md) - [Nvidia reopens China channel, but H200 flows remain policy-constrained](https://longbridge.com/zh-CN/news/279768278.md) - [Trump Gives Nvidia Investors Score Big Win](https://longbridge.com/zh-CN/news/279478186.md)