Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-09-10 06:41Group 1 - Nvidia's CFO Colette Kress stated that the company expects revenue from the H20 chip for the Chinese market to be between $2 billion and $5 billion [2] - Kress confirmed that Nvidia has obtained export licenses from the U.S. government for the H20 chip and for several major customers in China, but there are still issues to resolve [2] - Nvidia's data center revenue for Q2 was $41.1 billion, accounting for 88% of total revenue, with a year-over-year growth of 56%, but this growth rate has slowed compared to previous quarters [4][5] Group 2 - Nvidia plans to launch the Rubin architecture AI chip by the end of 2026, which will include six chips designed to enhance AI inference efficiency [4] - The upcoming Rubin CPX GPU is expected to double the current AI inference performance, particularly for applications requiring long context windows [4] - Nvidia's total revenue for Q2 was $46.7 billion, a 56% increase from $30.04 billion in the same period last year [4] Group 3 - Despite exceeding revenue and profit expectations, Nvidia's data center business has underperformed for two consecutive quarters, leading to investor dissatisfaction [5] - The company faced challenges in the Chinese market due to previous export bans and concerns over chip security, which have impacted sales [5] - Nvidia released only $180 million worth of H20 chip inventory to other regions in Q2, indicating a lack of new sales in the Chinese market [5]