This week I was invited onto CNBC’s Squawk Box Asia to discuss the latest developments around the lifting of export restrictions on NVIDIA’s lower-performance H20 GPUs, which are specifically designed to meet U.S. export standards for the China market. I especially enjoyed it because the anchors and I had the luxury to discuss this topic […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA in China on CNBC Squawk Box Asia, July 15, 2025 appeared first on Moor Insights & St...