According to @LexSokolin, Cambricon Technologies’ H1 2025 revenue jumped 43x year over year to 2.88 billion yuan (about $403 million), underscoring exceptional top-line acceleration. According to @LexSokolin, the company is trading near a 554x P/E, which he characterizes as being driven by vibes and geopolitical narrative, indicating sentiment-heavy price action. According to @LexSokolin, current catalysts include domestic demand, state backing, and decoupling tailwinds, framing the near-term trading narrative for China’s AI chip leader. According to @LexSokolin, the update does not reference any direct cryptocurrency market impact.

According to @KobeissiLetter, Nvidia (NVDA) has reportedly ordered a halt to production of its H20 chip after China told domestic technology companies to stop purchasing the model (source: @KobeissiLetter). The report is delivered via a social media post and does not include an official statement from Nvidia, Chinese authorities, or buyers, leaving the claim unverified as of the source timestamp (source: @KobeissiLetter). The source does not provide immediate market data for NVDA, semiconductor ETFs, or AI-related crypto tokens, nor details on the duration or scope of the halt, limiting actionable trading parameters at this time (source: @KobeissiLetter).

According to @StockMKTNewz, Nvidia (NVDA) has told some of its component suppliers to suspend production work related to the H20, a chip tailored for the Chinese market, as reported by The Information (source: @StockMKTNewz; The Information). The report specifies the action concerns production work tied to the H20 line for China and indicates the instruction was directed at some suppliers rather than a full product cancellation (source: @StockMKTNewz; The Information). The item does not mention cryptocurrencies or digital assets, focusing solely on AI hardware supply developments for the China market (source: @StockMKTNewz; The Information).

According to @StockMKTNewz, Nvidia (NVDA) stated that H20 export controls did not slow China and instead stifled U.S. economic and technology leadership, directly referencing the company’s China-market H20 AI chip under U.S. export rules (source: @StockMKTNewz on X, Aug 15, 2025). This headline centers on U.S.–China semiconductor policy and is directly relevant to NVDA risk monitoring and the AI compute supply narrative watched by equity and digital asset traders (source: @StockMKTNewz on X, Aug 15, 2025).

According to @KobeissiLetter, citing Bloomberg, Chinese authorities urged firms not to use Nvidia’s H20 chip just hours after a 15% revenue-share agreement with Trump was made (source: The Kobeissi Letter on X, citing Bloomberg). Nvidia previously designed the H20 specifically for the China market to comply with U.S. export controls, as reported in 2023 (source: Reuters). Bloomberg has also reported that AI-linked crypto tokens such as RNDR and FET rallied alongside Nvidia-related headlines in 2024, indicating potential sentiment spillover from AI chip news to crypto markets (source: Bloomberg). No official statements or additional details were included in the cited post beyond the reference to Bloomberg (source: The Kobeissi Letter on X).

According to @KobeissiLetter, China has urged firms not to use Nvidia’s H20 AI chip just hours after a 15% revenue share agreement with Trump was announced, per Bloomberg. Nvidia created the H20 as a China-compliant alternative following U.S. export restrictions, highlighting potential demand risk if Chinese adoption is curtailed, per Reuters. AI-linked crypto tokens have previously reacted to Nvidia-driven AI headlines, indicating possible spillover volatility into AI-related digital assets, per Bloomberg.

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 @StockMKTNewz, Chinese state media said Nvidia’s H20 chips are not safe for China, as reported by Reuters (source: Reuters via @StockMKTNewz). Reuters has previously reported that H20 is Nvidia’s China-focused GPU designed to comply with tightened U.S. export controls after restrictions on A100/H100, with commercial rollout planned in 2024 following delays (source: Reuters). For traders, this highlights headline and regulatory risk around NVDA’s China AI hardware pipeline and data center supply chains linked to U.S.–China tech controls (source: Reuters). Reuters has also reported that several Bitcoin miners, including Hut 8 and Iris Energy, expanded into AI compute services, making chip availability and policy a crossover theme for crypto-exposed equities (source: Reuters).