Gene Munster
2025.07.15 02:35

What does Nvidia resuming H20 to China mean to numbers. In theory that should add back about 15% to Street estimates. Last quarter the company outlined that impact. In reality a handful of the 40 analysts have already factored in the return of the H20 before tonight’s announcement. That means that Street estimates should rise by about 10% on the news. Either way you look at it. Great news for $NVIDIA(NVDA.US).

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