Nvidia reported no H20 GPU sales from China in Q2 and did not include any H20 shipments to China in its outlook. CFO Colette Kress mentioned working through geopolitical issues regarding the company’s China business on the earnings call. Kress stated that if issues are resolved, Nvidia could ship $2 billion to $5 billion of H20 revenue in the current quarter.

Read more at Barron’s: Nvidia Is Still Facing China Challenges