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 -未知就是風險- ♂ (0 bytes) () 08/27/2025 postreply 14:35:27

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

• License不是早有了嗎，特朗普早就讓你賣了，抽15%而已。為何一片都賣不出？ -bulubulu- ♂ (167 bytes) () 08/27/2025 postreply 14:47:30

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

• LoL, 講故事能力真太強了。製造幻想。過去一個季度一片都沒賣給中國，將來不僅賣，還要大賣 -bulubulu- ♂ (0 bytes) () 08/27/2025 postreply 14:45:39

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

• 出口許可4月到期， 8月重新拿到。 還敢說賣給中國？ -24橋明月夜- ♀ (45 bytes) () 08/27/2025 postreply 14:54:14