The full transcript of the NVIDIA conference call is here! Blackwell's production ramp-up is smooth, Q4 revenue will exceed expectations, and the Scaling Law has not slowed down
I'm PortAI, I can summarize articles.
NVIDIA's earnings call stated that during the initial launch of Blackwell, the gross margin will drop to a low of 70%, specifically between 71-72.5%; Blackwell's revenue in the fourth quarter will exceed previous estimates by several billion dollars, and the demand for Hopper will continue into next year, at least for the first few quarters of next year
Log in to access the full 0 words article for free
Due to copyright restrictions, please log in to view.
Thank you for supporting legitimate content.
Source: Wallstreetcn The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments