Nvidia transitions to new reporting framework and projects $91B Q2 revenue, Susan Li reports

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20.05.2026

Nvidia transitions to new reporting framework and projects $91B Q2 revenue, Susan Li reports — Nvidia drops China data center outlook

Susan Li reports that Nvidia is not including any data center compute revenue from China in its current outlook.

The company is also transitioning to a new reporting framework designed to better reflect both current and future growth drivers. For the second quarter, Nvidia projects revenue of $91 billion, with a margin of plus or minus 2%.

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Susan Li recently reported on discussions about venture capital, AI investment, and valuation challenges at Web Summit Vancouver 2026. She also covered the sharp 74 percent decline in Spirit Airlines shares as the carrier faced operational risks. These previous reports highlight recent developments across both technology and transportation sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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