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How much revenue can Nvidia's H20 chip generate? Industry analysis institutions estimate almost 90 billion.
① SemiAnalysis expects chip shipments to exceed 1 million in H2 this year; ② Whether this optimistic expectation can be realized depends on Nvidia's specific performance in the following quarters. The company is expected to release its Q2 financial report at the end of August; ③ Morgan Stanley also gave a positive evaluation of the H20 shipment situation in its research report this week.
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