According to @KobeissiLetter, Nvidia’s Q2 revenue from other categories totaled 2.75 billion USD, marking a sharp jump. According to @KobeissiLetter, with H20 chip sales to China halted, customers in China leaned on non-restricted product categories. According to @KobeissiLetter, this revenue mix underscores very strong demand for Nvidia chips and is a data point traders can monitor when assessing NVDA, semiconductor peers with China exposure, and AI-theme crypto market sentiment.