Zusammenfassung $NVDA (-2.33%) Earnings Call, 20.11.:

- NVIDIA CFO SAYS COMPANY SHIPPED 13,000 BLACKWELL SAMPLES TO CUSTOMERS IN FISCAL THIRD QUARTER - CONF CALL $NVDA

- NVIDIA CFO SAYS BLACKWELL DEMAND IS STAGGERING

- Nvidia $NVDA just said Blackwell is in "Full Production"

- NVDA'S CLOUD RELIANCE GROWS: Cloud-computing providers now account for 50% of Nvidia's data center revenue, up from 45% three months ago.

- Nvidia $NVDA just said it expects its AI enterprise revenue to 2x this year compared to last year

- NVDA | Nvidia CFO Says H200 AI Chip Sales Increased Significantly to Double Digit Billions in Q3

- Expects Sequential Growth in Networking Business in Fourth Quarter

- China Data Center Revenue Increased Quarter Over Quarter, but Remains Below Pre-Regulation Levels

- NVIDIA SAYS BLACKWELL MARGINS IN MID 70S WHEN RAMPED

- Nvidia $NVDA said Gross Margins will be in the low 70%s on the initial ramp of Blackwell

- Nvidia $NVDA just said its on track to ship several billions of dollars of its new Blackwell AI data center GPUs during Q4

- CEO Jensen Huang addressed scaling laws during the earnings call, emphasizing that they are holding strong with three ways of scaling now in place. "As a result, the demand for our infrastructures is really great," Huang noted.

$SMCI (+13.75%) Nvidia CEO mentions Super Micro among a long list of key partners