So far, nothing major coming from cc

来源: 于 2024-08-28 14:27:41 [旧帖] [给我悄悄话] 本文已被阅读：次

NVDA confirmed they will ship blackwell in Q4 and expect $4B revenue from it.

No negative news, and now into Q/A with Jensen. Analyst may ask about margin and future customer demand