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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.1K followers
Created: 2025-07-15 03:36:02 UTC

Few points on $NVDA, lift of H20 ban, H20 and B30 upside, and policy implications 🧵 

1) The surging AI inference and compute demand from China: Much of Chinese compute and inference has yet to be reflected in $NVDA ’s reported numbers.

I believe given the pace of Chinese AI development, I think the compute and inference demand in 2H25 and Q1 2026 will be even greater than late 2024 and Q1 2025 (we see how compute growth plays out in 1H25 globally)


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944964146094612981/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[gpu](/topic/gpu)
[china](/topic/china)
[inference](/topic/inference)
[coins ai](/topic/coins-ai)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/rwang07/status/1944964146094612981)