Colette Kress , who recently crossed the billionaire net-worth threshold as the CFO of Nvidia , made clear that China remains a pressure point despite record data center results. She noted that “sizable purchase orders never materialized… due to geopolitical issues and the increasingly competitive market in China,” and reiterateed Nvidia is “not assuming any data center compute revenue from China” in its Q4 outlook. Inventory rose 32%, and supply commitments climbed 63% sequentially, which Kress framed as p ...