$NVIDIA(NVDA.US) guide just got better. H20 China could add $2–$5B in October. On an apples-to-apples basis, the guide was $56–$59B vs a $55B whisper. That’s 2%–7% higher than expected.At the high end, October revenue grows 68% y/y. Adjusting July for $8B lost China sales, growth would have been 82% y/y.Bottom line is the guide is a modest q/q deceleration, but less slowdown than feared heading into earningsSource: Gene Munster