Zusammenfassung $NVDA (-0,17%) 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 (+0,59%) Nvidia CEO mentions Super Micro among a long list of key partners
