Hardware NVIDIA still not worried about ASICs, but China remains tricky No H20s shipped in Q2 but NVIDIA promises billions will pour in when China's floodgates are opened. Noah Bovenizer Aug 28, 2025 - 2 min read Image Credit: NVIDIA Get the full story: Subscribe for free Join peers managing over $100 billion in annual IT spend and subscribe to unlock full access to The Stack’s analysis and events. Subscribe now Already a member? Sign in