NVDA's revenue outlook may be better than estimate.
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.