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NVIDIA CFO Colette Kress pointed at geopolitical troubles between the US and China as hampering her firm's ability to recognize revenue from its H20 AI GPU sales to the Asian country. Kress was speaking at the Goldman Sachs Communacopa + Technology Conference, where she also shared details about the firm's next-generation Vera Rubin AI GPUs.

According to Kress, NVIDIA has received H20 licenses from the Trump administration, and it could account for as much as $5 billion in revenue from H20 sales in the third quarter if tensions smooth out between the world's largest economies.

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Kress started out by c

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