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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 03:36:03 UTC

2) H20 Upside (rough estimate): If we assume $NVDA ships 500K units (fair estimate I think) in the coming quarter at an average ASP of $10K–$12K, that translates to 5-6 billion in potential revenue.


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**Related Topics**
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[Post Link](https://x.com/rwang07/status/1944964148019843182)