NVDA's revenue outlook may be better than estimate.

来源: 2025-08-27 14:19:47 [旧帖] [给我悄悄话] 本文已被阅读:

NVDA's outlook does not include China sale, yet the consencuse numbe does include china sale.

Kress said if geopolitical issue subsides (it is a big "If"), china sale would be 2 -5 billion us dollar. If you add this back to their outlook, it would be way better than concensus. 

Of course, this is the best scenario.