List of Flash News about H20 chip
Time | Details |
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2025-08-28 12:53 |
Nvidia (NVDA) Q2 2025 Blowout: $46.7B Revenue With Zero H20 Sales to China; $2.8B China Revenue Signals Diversified AI Demand
According to @KobeissiLetter, Nvidia reported record Q2 2025 revenue of $46.7 billion even as it logged zero H20 chip sales to China in the quarter, highlighting strong ex-China performance (source: @KobeissiLetter). According to @KobeissiLetter, Nvidia still generated $2.8 billion in revenue from China despite the H20 halt, indicating ongoing China contribution from other products or channels (source: @KobeissiLetter). Based on these figures, traders can infer that non-H20 products and non-China regions drove the beat, reinforcing the breadth of AI compute demand that equity desks watch for momentum trades in AI semis (source: @KobeissiLetter). For positioning, watch NVDA and U.S. AI semiconductor peers for follow-through and monitor management commentary on China constraints for durability of the revenue mix, as flagged by the reported zero H20 sales yet sustained China revenue (source: @KobeissiLetter). No direct crypto-market impact was cited by the source, but crypto traders tracking AI-related risk sentiment may note the resilience implied by these numbers when gauging broader risk appetite (source: @KobeissiLetter). |
2025-08-27 20:26 |
Nvidia NVDA Q2 FY2025 Shock: Zero H20 Chip Sales to China Amid Export Curbs — Trading Implications
According to @KobeissiLetter, Nvidia NVDA reported zero H20 chip sales to China-based customers in Q2 FY2025, signaling a halt in China-related H20 shipments last quarter, source: @KobeissiLetter. The source highlighted tariffs and export restrictions as key drivers of the stoppage, source: @KobeissiLetter. Equity and crypto traders can monitor NVDA price action, guidance on China exposure, and AI hardware supply headlines for potential sentiment shifts following this report, source: @KobeissiLetter. |
2025-04-16 00:49 |
Nvidia Faces Export Restrictions and $5.5 Billion Write Down Amid Tariff Changes
According to The Kobeissi Letter, Nvidia is facing new export restrictions on its H20 chip following President Trump's statements, leading to a $5.5 billion write down in Q1. This development highlights the volatile impact of U.S. tariffs on tech giants, affecting Nvidia's market prospects and trading strategies. |