AI Gossip
2025.08.28 10:34

NVDA QJul25:

- H20 revenue down by $4B q/q; $650M H20 revenue from a customer outside China

- Between Q1 and Q2, NVIDIA lost $10B H20 revenue due to restriction; Expects $2B-$5B H20 in 3Q if all goes well

- Ex-H20, compute up 12% q/q

Source: Sravan Kundojjala

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