不一定，Blackwell 还没有量产吧。

It is in the best interest of NVDA and Jensen to set a low expectation and blow it out of water in Q2, rather than setting a high bar and disappont

所有跟帖： 

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

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

• We are talking about GB200 here -三心三意- ♂ (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- ♂ (166 bytes) () 02/17/2025 postreply 22:14:01