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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14K followers
Created: 2025-07-15 03:28:58 UTC

3) B30 Upside (rough estimate): Assume $NVDA ships XXX million units (some estimate from the street says 2M) over the next XX months (roughly 375K per quarter), and assuming an ASP of $7,000, that equates to $XXXXX billion in additional quarterly revenue. 

Together, that is about quarterly 7.625B - 8.625B upside revenue for $NVDA in coming quarters. Of course, the number could be different based on the estimate of shipment. 

I am optimistic given the significant compute and inference demand coming out from China is quite likely, and if you have been following China's AI development, the demand should be larger than Q4 2024 and Q1 2025. 

The shipment of B30 is likely start in Q4 (unlike H20, should be ready to resume asap). So it should translate into NVIDIA's revenue more notably in Q1 2026.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944962365994197483/c:line.svg)

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[Post Link](https://x.com/rwang07/status/1944962365994197483)