So far, nothing major coming from cc

來源: 於 2024-08-28 14:27:41 [舊帖] [給我悄悄話] 本文已被閱讀：次

NVDA confirmed they will ship blackwell in Q4 and expect $4B revenue from it.

No negative news, and now into Q/A with Jensen. Analyst may ask about margin and future customer demand