The Minutes of Dylan Patel on h20 https://minutesof.com/dylan-patel/on/h20/ Everything Dylan Patel has said on h20: 1 verbatim quote between March 2025 and September 2025, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:23 +0000 Patel estimates NVIDIA had over $20 billion in H20 China revenue booked before ban and write-off. https://minutesof.com/q/873bfecf-fed4-4a82-8a67-6f8af1945e7a/ https://minutesof.com/q/873bfecf-fed4-4a82-8a67-6f8af1945e7a/ “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.” — a16z Mon, 22 Sep 2025 13:01:51 +0000 h20