NVDA QApr25: Key themes: $13B q/q incremental Blackwell revenue, $10.5B lost China H20 revenue in 1HF26, networking returns to growth, $8B ethernet annual run-rate, US 47% of revenue, China revenue flat q/q (13% of revenue), all-time high gaming revenue, Auto stable and on a $2B+ annual run-rate, forward days of inventory jumps due to H20
Source: Sravan Kundojjala
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