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.

所有跟帖： 

• still see mid 70% margin -未知就是风险- ♂ (0 bytes) () 08/27/2025 postreply 14:35:27

• about china sale, they said -未知就是风险- ♂ (343 bytes) () 08/27/2025 postreply 14:37:39

• License不是早有了吗，特朗普早就让你卖了，抽15%而已。为何一片都卖不出？ -bulubulu- ♂ (167 bytes) () 08/27/2025 postreply 14:47:30

• China could be a $50 billion opportunity for Nvd this yr -未知就是风险- ♂ (123 bytes) () 08/27/2025 postreply 14:49:18

• LoL, 讲故事能力真太强了。制造幻想。过去一个季度一片都没卖给中国，将来不仅卖，还要大卖 -bulubulu- ♂ (0 bytes) () 08/27/2025 postreply 14:45:39

• you may be right. -未知就是风险- ♂ (0 bytes) () 08/27/2025 postreply 14:51:10

• 出口许可4月到期， 8月重新拿到。 还敢说卖给中国？ -24桥明月夜- ♀ (45 bytes) () 08/27/2025 postreply 14:54:14