According to @KobeissiLetter, Nvidia indicated that if geopolitical issues subside, China shipments of H20 accelerators could deliver $2–$5 billion in revenue next quarter. According to @KobeissiLetter, the post frames China as Nvidia’s key to becoming the first $5 trillion company, making prospective China H20 sales a major near-term catalyst and headline risk for NVDA. According to @KobeissiLetter, realization of the $2–$5 billion revenue window next quarter hinges on geopolitical conditions around China.