Bloomberg Surveillance · Thursday, August 27, 2026
Angelo Zeno states that NVIDIA's current growth is largely independent of China, with less than 1% of data center revenue coming from the region. However, he acknowledges that restrictions will become a more significant issue as growth rates in the U.S. eventually slow down.
“Yeah, I mean, you would have thought it would have hurt them by now. I mean, to be honest with you, yeah, right. It was, I think, 1% of their revenue in terms on the data center side or less than 1%. So virtually no revenue coming from China at this point in time is all upside.”
“But at some point in time, listen, it's going to be an issue for them as the growth rates here in the U.S. eventually have to slow down.”