In the shadow of a White House summit between two superpowers, Nvidia has quietly written China out of its most ambitious revenue forecast yet — a $108 billion quarter built entirely on the strength of every market except the world's second-largest economy. What was once a fifth to a quarter of the company's data center revenue has been reduced, through eighteen months of tightening export controls and geopolitical friction, to a deliberate zero. The meeting between Trump and Xi on Thursday does not need to produce anything for Nvidia's business case to stand, but it carries the rare quality o