According to a Digitimes report ( Nvidia is turning to its Vera CPU for the China market as sales of the H200 GPU have...

According to a Digitimes report (https://www.digitimes.com/news/a20260612VL215/nvidia-rubin-cpu-chips-china-sales.html), Nvidia is turning to its Vera CPU for the China market as sales of the H200 GPU have stalled. The article, dated June 13, 2026, indicates that H200 demand in China is weakening, prompting Nvidia to pivot strategic resources toward the Vera CPU, a product that may be less restricted by export controls. This is corroborated by an El Watan News report (https://www.elwatannews.com/news/details/8301041) questioning whether the Vera CPU can revive Nvidia's China business. The stalling of H200 sales is a negative development for Nvidia, as China represents a significant portion of its data center GPU revenue. The pivot to Vera CPU suggests Nvidia is adapting to ongoing geopolitical and demand challenges in the region. This signal points to a downward pressure on Nvidia's near-term revenue from China, potentially affecting overall growth guidance. The lack of a strong replacement product for the H200 in China leaves a revenue gap that may not be fully offset by Vera CPU sales, given CPU vs. GPU market differences.