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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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5 views
Nvidia Corporation's H20 GPU exports to China are set to resume shortly, unlocking a multi-billion dollar revenue and margin catalyst after recent U.S. export curbs. I expect Nvidia's revenue estimates to reset $14-16B higher this year, with $7-8B in incremental free cash flow from resumed H20 sales. Next year, H20 GPU sales to China could easily add $30B in revenue and $15B in free cash flow, assuming a ~50% free cash flow margin.
