No Nvidia H20 China sales; AI chip capacity; Correct view of the history of World War II

by Bill Bishop
August 28, 2025
in tech-for-education

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Summary of todays top items: 1. Nvidia reports no H20 sales to China - Nvidia released Q2 earnings earlier today and the company announced it made no H20 sales to China in Q2 and was not forecasting… [+6690 chars] Show more...

The CFO said “We have not included H20 in our Q3 outlook as we continue to work through geopolitical issues…If geopolitical issues resolve, we should ship $2B to 5B in H20 revenue in Q3”. Neither she nor Jensen Huang, who also referenced “geopolitical issues”…