Summary of NVIDIA's Q2 report and conference call: Supply will be better next year
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NVIDIA's second-quarter performance exceeded expectations, with revenue growing significantly due to strong demand from data centers. Third-quarter sales guidance is in line with analysts' expectations, but falls short of the market's most optimistic forecasts. There are design issues with Blackwell, requiring rework, but substantial sales revenue is expected in the fourth quarter. CEO Jensen Huang remains optimistic about the prospects of AI applications, believing that the opportunity to reshape global data centers is still ongoing, while anticipating supply improvements by 2025
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