[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.1K followers Created: 2025-07-16 00:52:39 UTC Just got off Bloomberg @business discussing $NVDA, H20/B30 upsides, White House new export control policy. š§µ 1) H20 and B30 upsides: We see notable upside for H20 licence approval as well as new āB30ā chips in China for Q4 and Q1 2026 given the strong inference and overall compute demand in China, where is likely to be the second largest AI compute market featured rapidly AI model development If we assume $NVDA ships 500K units (fair estimate I think) in the coming quarter at an average ASP of $10Kā$12K, that translates to 5-6 billion in potential revenue. In addition to B30, $NVDA should at least ship XXX million units (some estimate from the street is 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. This could mean additional 15-20 billion (+gaming, OEM, etc) revenue in 2H25 for $NVDA. The demand and shipment could be even higher in 2026 considering the ramp-up shipment of B30 likely in Q1 2026 and likely strong compute demand coming from China. *Of course, the number could be different based on the estimate of shipment. @TheFuturumGroup @FuturumEquities  XXXXX engagements  **Related Topics** [nvda](/topic/nvda) [coins ai](/topic/coins-ai) [inference](/topic/inference) [china](/topic/china) [white house](/topic/white-house) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/rwang07/status/1945285414253666324)
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Ray Wang @rwang07 on x 14.1K followers
Created: 2025-07-16 00:52:39 UTC
Just got off Bloomberg @business discussing $NVDA, H20/B30 upsides, White House new export control policy. š§µ
- H20 and B30 upsides: We see notable upside for H20 licence approval as well as new āB30ā chips in China for Q4 and Q1 2026 given the strong inference and overall compute demand in China, where is likely to be the second largest AI compute market featured rapidly AI model development
If we assume $NVDA ships 500K units (fair estimate I think) in the coming quarter at an average ASP of $10Kā$12K, that translates to 5-6 billion in potential revenue.
In addition to B30, $NVDA should at least ship XXX million units (some estimate from the street is 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. This could mean additional 15-20 billion (+gaming, OEM, etc) revenue in 2H25 for $NVDA.
The demand and shipment could be even higher in 2026 considering the ramp-up shipment of B30 likely in Q1 2026 and likely strong compute demand coming from China.
*Of course, the number could be different based on the estimate of shipment. @TheFuturumGroup @FuturumEquities
XXXXX engagements
Related Topics nvda coins ai inference china white house $nvda stocks technology