三心你发过NVDA的财报预计？华尔街期待多少？感觉NVDA前瞻肯定好，供不应求，就是不知道这个季度怎么样

来源: BrightLine 于 2025-02-17 21:39:06 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (0 bytes)
回答: good news 由 三心三意 于 2025-02-17 21:22:59

所有跟帖： 

• 不一定，Blackwell 还没有量产吧。 -三心三意- ♂ 给 三心三意 发送悄悄话 (156 bytes) () 02/17/2025 postreply 21:44:23

• Not sure where you got such impression? -tutututu- ♂ 给 tutututu 发送悄悄话 (771 bytes) () 02/17/2025 postreply 21:54:40

• I dont think you understand how biz runs, lol -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 02/17/2025 postreply 22:02:09

• We are talking about GB200 here -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 02/17/2025 postreply 22:03:05

• SMCI 用词是”Ramp up“，鸿海用词”production set to begin" -三心三意- ♂ 给 三心三意 发送悄悄话 (166 bytes) () 02/17/2025 postreply 22:14:01

• Right now, if NVDA is cautious, street will forgive them -三心三意- ♂ 给 三心三意 发送悄悄话 (84 bytes) () 02/17/2025 postreply 21:45:16

• Just be patient -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 02/17/2025 postreply 21:46:41

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