H20 chip

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 22, 2025 by Dylan Patel · across every show →

Everything said about H20 chip, oldest first

Sep 22, 2025 bearish
Assertion Supported
Patel: NVIDIA Lost $20B+ China Revenue from H20 Ban
“Our revenue estimate for Nvidia in China for just H-twenty was north of twenty billion because that's what they were booking in capacity slash had to write off.”
Dylan Patel Sep 22, 2025 ▶ 8:36 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
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