U.S. Semiconductors NVIDIA (NVDA): Fine China? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Last night (following Jensen's recent meetings in Washington and Beijing), NVIDIA announced in a blog post that they anticipate H20 licenses will soon be granted. We note the exact wording was that "NVIDIA is filing applications to sell the NVIDIA H20 GPU again" and that "the U ...