According to @KobeissiLetter, Nvidia (NVDA) founder Jensen Huang said Nvidia is '100% out of China,' noting a move from roughly 95% market share to 0% (source: @KobeissiLetter on X, Nov 21, 2025). According to @KobeissiLetter, Nvidia also stated in August that it is not assuming any H20 shipments to China in its outlook, indicating zero planned H20 sales to China in guidance (source: @KobeissiLetter on X, Nov 21, 2025). According to @KobeissiLetter, the post emphasizes the scale of this development for NVDA’s positioning and AI chip demand related to China, framing it as a potentially significant market driver (source: @KobeissiLetter on X, Nov 21, 2025).