---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000208983.md"
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, 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 earningsSource: Gene Munster"
datetime: "2025-08-27T21:24:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000208983.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000208983.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000208983.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US) guide just got better. H20 China …


### Related Stocks

- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

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