Скачать или смотреть Nvidia (NVDA) Stock Earnings Preview: H20 China Restart, 15% Fee, B30A Roadmap

NVDA Stock Earnings Preview: H20 China Restart, 15% Fee, B30A Roadmap

Get ready for NVIDIA’s next earnings call on Aug 27 (5pm ET). In this video I break down the NVDA earnings preview with a clear focus on the H20 export licenses to China, the 15% revenue share attached to certain licensed AI-chip sales, and what to watch for on margins and guidance—including the rumored B30A China-compliant Blackwell chip. If you’re searching for NVIDIA stock analysis, NVDA earnings, AI chips, data center growth, or China exposure, this is your concise checklist.

What you’ll learn

Timing (H20): When NVIDIA could resume H20 shipments to China under the new licenses.

Scope (China demand): How much China demand NVDA expects to serve under current U.S. rules.

Margins (15% fee): How the 15% revenue share may appear in gross margin commentary and guidance.

Roadmap (B30A): Whether B30A or other China-compliant parts are included in near-term outlook.

Why it matters for investors

China has been a meaningful contributor to NVDA revenue.

Clarity on shipment timing, demand scope, margin effects, and product roadmap can move NVIDIA stock quickly around the print.

Perfect for viewers researching NVDA guidance, NVIDIA Blackwell, AI GPU demand, data center inference & training, and semiconductor stocks.

Search-friendly Q&A

When are NVDA earnings? — Aug 27, 5pm ET (after close)

What is NVIDIA H20? — A China-compliant AI chip designed to meet export limits.

What is the 15% fee? — A revenue share on certain licensed China AI-chip sales.

What is B30A? — A reported China-compliant Blackwell part that could appear in guidance.

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Disclaimer: This content is for education and entertainment only. Not financial advice. Do your own research.

Keywords: NVDA, NVIDIA, NVIDIA earnings, NVDA earnings, NVDA stock analysis, H20 chip, B30A, China AI chips, 15% revenue share, NVIDIA guidance, Blackwell, data center, AI GPUs, semiconductor stocks, earnings preview, stock market news

Hashtags: #NVDA #NVIDIA #Earnings #StockMarket #Semiconductors #AI #Blackwell