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, 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).