LOL, $5.5B 不是license費用，是英偉達Q1已經有的營業訂單但現在不能ship了

For example, I place an order for you to make a chair for me. You go and buy material (purchase committment) and also estimate this will give you $50 income for Q1 (unsellable inventory).

All of these (purchase committment + unsellable inventory) is now a charge on your Q1 book, because I am not going to able to buy that chair now -- another person (Trump) says you have to get persmission (license) first.

所有跟帖： 

• 明白了。損失的大部分應該是一次性的。那一百萬的晚餐算是白吃了。 -艾依然- ♀ (0 bytes) () 04/15/2025 postreply 16:00:18

• 也不一定損失，隻要英偉達能拿到license還是可以Q2ship，尤其是現在沒有其他替代產品的清況下 -三心三意- ♂ (0 bytes) () 04/15/2025 postreply 16:02:54

• 老黃加油吧。希望能拿到license，減少損失，也減少我們股民的損失。 -艾依然- ♀ (0 bytes) () 04/15/2025 postreply 16:14:05

• License 就是個借口，最後總會給的。 -小鬆鬆- ♀ (0 bytes) () 04/15/2025 postreply 16:37:16

• 但影響肯定會有的 -三心三意- ♂ (0 bytes) () 04/15/2025 postreply 16:03:45

• 現在這個H20的chip 又變成一個可以談判的砝碼了，大概用這個談BA和稀土的事？ 老黃先把這些貨和訂單在手裏捂一捂。老 -小鬆鬆- ♀ (154 bytes) () 04/15/2025 postreply 16:28:54

• 高端芯片很難對中國有足夠威脅，OpenAI的Scaling Law提出 -maniac63- ♂ (427 bytes) () 04/15/2025 postreply 16:40:12