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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: 2025-07-22 12:39:26 UTC

Few updates: 

1) My previous 500K was low-end estimate ultimately. 

Been talking with several people, 700K-800K estimates (some say X million) might be more closer to reality. 

This will translate to quarterly revenue XXX billion – XXX billion with ASP of H20 set at 12K (4.2 - XXX billion if only half of them get shipped in a quarter) for $NVDA

Revenue should translate in Q3 and Q4 (hinges on license approval timeline and shipment speed) 

Expect no demand issue (but significant demand) for H20. BBAT are the biggest buyers.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947637612597977551/c:line.svg)

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[Post Link](https://x.com/rwang07/status/1947637612597977551)