According to @KobeissiLetter, Nvidia reported record quarterly revenue of $46.7 billion with no H20 chip sales to China, underscoring that the result was achieved without contributions from that market segment (source: The Kobeissi Letter on X, Aug 27, 2025). According to @KobeissiLetter, Nvidia guided next quarter revenue to $55 billion and stated the outlook excludes any H20 shipments to China, clarifying that the guidance does not assume China-related H20 contributions (source: The Kobeissi Letter on X, Aug 27, 2025). According to @KobeissiLetter, this AI compute focused update offers relevant context for traders in NVDA and the broader AI supply chain, and it also provides macro narrative context that crypto market participants tracking AI linked themes often monitor for sentiment shifts, even though the source did not reference specific crypto assets (source: The Kobeissi Letter on X, Aug 27, 2025).