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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 (Dan Gallagher/Wall Street Journal)
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.
