The Ledger

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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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The Ledger

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