---
title: "$NVIDIA(NVDA.US) October guided of $54B is at first take a negative, below the whisper of $55B, and "
description: "$NVIDIA(NVDA.US) October guided of $54B is at first take a negative, below the whisper of $55B, and at second take is a positive. The guide doesn't include any H20. I believe the whisper $55B had $2B "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000208887.md"
published_at: "2025-08-27T20:44:46.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# $NVIDIA(NVDA.US) October guided of $54B is at first take a negative, below the whisper of $55B, and 

$NVIDIA(NVDA.US) October guided of $54B is at first take a negative, below the whisper of $55B, and at second take is a positive.

The guide doesn't include any H20. I believe the whisper $55B had $2B of H20 (based on changes to numbers over the past month and half since news the curbs will be lifted).

Backing out that out, the guide was 2% higher than the whisper and 5% higher than the in print.

We still need to hear what they have to say on the call about:

1\. When the new China Blackwell GPU will be selling

2\. Impact of the U.S. revenue share on the guide.

Source: Gene Munster

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.