According to @KobeissiLetter, Nvidia is expected to sell about 1.5 million H20 chips to China in 2025, generating close to 25 billion dollars in revenue based on their estimates (source: The Kobeissi Letter, Aug 11, 2025). According to @KobeissiLetter, the estimated cost tied to these sales is about 3.8 billion dollars, which is described as much less than 50 billion dollars over three years and framed as a massive move (source: The Kobeissi Letter, Aug 11, 2025). According to @KobeissiLetter, the figures imply an approximate gross margin near 85 percent and around 21.2 billion dollars in gross profit, with an implied average selling price near 16,700 dollars per chip and an implied cost near 2,500 dollars per chip, derived from The Kobeissi Letter estimates (source: The Kobeissi Letter, Aug 11, 2025).

According to @timnitGebru, in the ongoing Generative AI bubble, substantial profits are being made not only by hardware providers like Nvidia but also by businesses offering consulting and hype services around AI’s problem-solving capabilities (source: Twitter, May 16, 2025). For crypto traders, this highlights Nvidia’s continued hardware demand, which is critical for AI-driven blockchain projects and crypto mining. Additionally, the influx of AI-related services may drive speculative investment into AI-linked cryptocurrencies and tokens, influencing volatility and trading strategies across the digital asset market.