Nvidia H20 ban may not be factored into Wall Street estimates: Morgan Stanley

May 27, 2025 2:48 PM ETNVIDIA Corporation (NVDA) Stock, , , By: Chris Ciaccia, SA News Editor11 Comments
(3min)
Nvidia Corporation building in Taipei, Taiwan.

BING-JHEN HONG

The recent notice that informed Nvidia (NASDAQ:NVDA) it would need a special license to ship its H20 GPUs to China may not be factored into Wall Street estimates for the coming quarter, Morgan Stanley said.

“We are at $42B in April, and $43.5B

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