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To: rzborusa who wrote (69006)	8/5/2025 10:54:13 PM
From: Joe NYC	Respond to of 72153

If that's all that is available in Chinese market (no Blackwell, no Mi355), not necessarily. There were rumors that NVidia is placing order for large numbers of new H20 to be manufactured, there is demand for more than the the stock of cards currently stranded in the limbo. BTW, in not too distant future, we may get a news item that this or other license was approved, which can re-ignite the positive feedback loop for the stock.