Patel reports China imported one million H20 GPUs in recent quarters, enough for largest cluster.
“Just in Q3, Q4 and the early part of Q1 this year, they imported a million H20s, Right?”
Patel estimates NVIDIA had over $20 billion in H20 China revenue booked before ban and write-off.
“Our our revenue estimate for NVIDIA in China for just h 20 was north of 20,000,000,000 because that's what they were booking in capacity slash had to write off. Yeah. And then it got banned.”