Nvidia stopped reporting Singapore revenue after Megaspeed blocklisting
AI summary
The Wall Street Journal reports that Nvidia stopped reporting Singapore revenue after the quarter ended in July 2025, when Singapore accounted for 22% of its revenue. The report places the disclosure change after Nvidia placed Megaspeed on a blocklist and notes that scrutiny of Megaspeed was rising at the time, but does not independently establish the reason for the change.
In-depth insight
The disclosure change removes visibility into a geographic revenue channel that represented 22% of Nvidia’s revenue in the July 2025 quarter.
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