The Definitive Guide toAI Data Centers
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Nvidia H20 inventory/charge taken when the chip was license-gated mid-2025

$4.5Bobserved

Value kindobserved — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range.
As ofQ1 FY2026
SourceU.S. Securities and Exchange Commission · Q1 FY2026 Form 10-Q: $4.5B charge associated with H20 excess inventory and purchase obligations
Reviewchecking…review by 2026-09-09 · fast cadence
Recorded changeslast 2026-08-24 · 2 revisions tracked
Claim idnvidia-h20-inventory-charge-taken-when-the-chip

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