US EditionNo Nvidia H20 China Sales; AI Chip Capacity; Correct View of the History of World War II
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One thing is as certain as the Amen in the church: Wall Street will try everything today to save the Nvidia share through positive comments! Because Nvidia is synonymous with AI euphoria – and through AI euphoria Wall Street can do very good business. The central problem: the turnover of data centers is below expectations – [...] The post Nvidia: The foreseeable end of a hype – zero turnover in China!
No Nvidia H20 China sales; AI chip capacity; Correct view of the history of World War II
Summary of today’s top items:1. Nvidia reports no H20 sales to China - Nvidia released Q2 earnings earlier today and the company announced it made no H20 sales to China in Q2 and was not forecasting any in Q3:There were no H20 sales to China-based customers in the second quarter. NVIDIA benefited from a $180 million release of previously reserved H20 inventory, from approximately $650 million in unrestricted H20 sales to a customer outside of Ch…
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