Dan Gallagher / Wall Street Journal:

UBS: Nvidia's $5.5B inventory charge indicates ~$13B in actual H20 sales; Nvidia reported $17.11B in FY 2025 revenue from China, up from $10.31B in FY 2024  —  The ban on sales of H20 chips calls into question the company's ability to continually beat Wall Street's lofty expectations.

Dan Gallagher / Wall Street Journal:

UBS: Nvidia's $5.5B inventory charge indicates ~$13B in actual H20 sales; Nvidia reported $17.11B in FY 2025 revenue from China, up from $10.31B in FY 2024  —  The ban on sales of H20 chips calls into question the company's ability to continually beat Wall Street's lofty expectations.

Source: TechMeme
Source Link: http://www.techmeme.com/250416/p33#a250416p33