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Open original source ↗Breaking $NVDA news: Trump is considering restarting H20 sales in China (Bloomberg). What it could mean for numbers:
Back in August, Jensen said China H20 could be a $50B revenue opportunity this year if fully sold in, with 50% annual growth.
The Street is currently modeling $317B in CY26 revenue, up 49% without China.
If China comes back for the full CY26, total revenue would be about $367B, up 73% year over year.