Jul. 17 at 3:09 AM
$ZJK 'Bolton also sees additional upside from Nvidia's expected launch of Blackwell GPU variants tailored for the Chinese market—B30 and B40/RTX 6000D—with performance estimated at ~75% of the H20. These variants, priced between
$6,500 and
$8,000 (versus
$10,000–
$12,000 for H20), are reportedly in high demand, with over
$1 billion in orders already placed, he noted. Volume shipments could begin as early as August or September, he said'
https://finance.yahoo.com/news/why-nvidias-china-comeback-could-194506922.html