Sunday, November 8, 2026

East Asia Brief

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Nvidia defends $7.9B China sales as Jensen Huang resists wider curbs

Direct buyers in China generated 8.2% of the company's $96.2 billion quarterly revenue through July, down from 21.9% in the prior period.

Robotic arms line an automated semiconductor manufacturing facility as a worker in a cleanroom suit stands nearby. (AI-generated image)
Robotic arms line an automated semiconductor manufacturing facility as a worker in a cleanroom suit stands nearby. (AI-generated image)

Nvidia Chief Executive Officer Jensen Huang confronted intensified scrutiny on Nov. 8, 2026, as congressional leaders demanded briefings on China chip diversions and his resistance to blanket semiconductor export embargoes.

Nvidia booked $7.9 billion in revenue from direct customers headquartered in China, including Hong Kong, during the quarter ended July 26, 2026. That business represented 8.2% of its $96.2 billion in total revenue.

The documents behind this briefing are linked above. East Asia Brief produces its English text with AI assistance under human editorial review, and does not translate or republish other outlets' articles. See our methodology and AI policy. Spotted an error? Tell us.

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Mina Okoro

Supply chain editor — Mina Okoro builds the impact maps that connect East Asian developments to buyers in North America and Europe, and edits the Asia Compare desk.

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