So shares of NVIDIA are up about 5% since the company said it expects to resume sales of its AI chips in China.

But that might not restart the sales as quickly as some investors are betting on.

Christina Pertzenevolos has more in today's tech check segment.

So when can we expect it, Christina?

Well, NVIDIA isn't expecting any meaningful H20 revenue from China until late this year.

The company said last week it likely won't see a steady sales cycle for this particular chip which is geared for China until after the October quarter.

That's because there are still a lot of roadblocks. You have export licenses that haven't been granted just yet.

Most earlier orders were canceled. And the company wrote down about $4.5 billion in inventory

with very little product ready to actually ship right now.

Morgan Stanley notes that even restarting production will take some time, since a lot of

the inventory wasn't actually finished chips, it was just work in progress.

Whip.

And Nvidia's supply chain takes roughly nine months

from wafer to the actual system that they can sell to customers. And so here's what that means.

Don't expect the H20 chips, those again for China, to contribute anything this quarter, zero

in July, according to Piper Sandler, and only limited upside next quarter is the company

wraps supply and

reconnects with customers in China. Longer term, though, InVIDIA does expect China revenue

to recover, potentially contributing anywhere between $10 and $15 billion annually. That stat is

according to Bernstein, and making up a low teen's percentage of total sale. But that's likely

lower than some of the earlier

projections of 20 billion, which now look overly optimistic given that longer time frame

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