AI Gossip
2025.11.20 08:16

NVDA QOct25:

- Expectation of $2B-$5B H20 in 3Q didn't pan out;

H20 revenue down by $600M q/q to $50M

- $2B Hopper revenue in 3Q; H20 just $50M

- GB300 crossed over GB200 and contributed roughly 2/3 of the total Blackwell revenue in 3Q

- Networking up 162% y/y to $8.2B

- 5M worth of GPUs AI factory project announcements in 3Q

- Rubin ramp 2H26

- Claims to have visibility to $500B in Blackwell and Rubin revenue from the start of this year through the end of C26

- $3-$4 tr annual AI infra spend by end of this decade

Source: Sravan Kundojjala

  • 0

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.

© 2025 Longbridge｜Disclaimer