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Nvidia's "Double Script": The Struggle Between Zeroing Out in the Chinese Market and $725 Billion in Capital Expenditure

Summary by News Case
When Nvidia announced "Project Arc" at the ServiceNow Knowledge 2026 conference on May 5th, the chip giant was trying to prove to the world that it was not only a "shovel seller" of AI computing power, but also an "architect" of enterprise software ecosystems. However, in the same week, CEO Jensen Huang confirmed a shocking fact—revenue in the Chinese market had completely plummeted to zero. This narrative of "two extremes" is reshaping investor…
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When Nvidia announced "Project Arc" at the ServiceNow Knowledge 2026 conference on May 5th, the chip giant was trying to prove to the world that it was not only a "shovel seller" of AI computing power, but also an "architect" of enterprise software ecosystems. However, in the same week, CEO Jensen Huang confirmed a shocking fact—revenue in the Chinese market had completely plummeted to zero. This narrative of "two extremes" is reshaping investor…

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News Case broke the news on Thursday, May 7, 2026.
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