According to @KobeissiLetter, Nvidia reported $4.6B of H20 sales to China in Q1 out of $5.2B of revenue, leaving roughly $900M from other permitted categories such as data center hardware, networking infrastructure, gaming GPUs, and robotics compute (source: @KobeissiLetter). According to @KobeissiLetter, this breakdown indicates H20 accounted for about 88% and other permitted categories about 12% of the cited revenue mix in Q1, which frames segment exposure for trading models (source: @KobeissiLetter). According to @KobeissiLetter, crypto market participants tracking GPU-dependent activity can note that gaming GPUs are among the permitted shipments to China, which is relevant when monitoring hardware-sensitive crypto infrastructure flows (source: @KobeissiLetter).