---
title: "$NVIDIA(NVDA.US) guide just got better. H20 China could add $2–$5B in October. On an apples-to-apple"
description: "$NVIDIA(NVDA.US) guide just got better. H20 China could add $2–$5B in October. On an apples-to-apples basis, the guide was $56–$59B vs a $55B whisper. That’s 2%–7% higher than expected.At the high end"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000208983.md"
published_at: "2025-08-27T21:24:46.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# $NVIDIA(NVDA.US) guide just got better. H20 China could add $2–$5B in October. On an apples-to-apple

$NVIDIA(NVDA.US) guide just got better.

H20 China could add $2–$5B in October. On an apples-to-apples basis, the guide was $56–$59B vs a $55B whisper. That’s 2%–7% higher than expected.

At the high end, October revenue grows 68% y/y. Adjusting July for $8B lost China sales, growth would have been 82% y/y.

Bottom line is the guide is a modest q/q deceleration, but less slowdown than feared heading into earnings

Source: Gene Munster

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.