Gene Munster
2025.08.27 20:44

$NVIDIA(NVDA.US) October guided of $54B is at first take a negative, below the whisper of $55B, and at second take is a positive.

The guide doesn't include any H20. I believe the whisper $55B had $2B of H20 (based on changes to numbers over the past month and half since news the curbs will be lifted).

Backing out that out, the guide was 2% higher than the whisper and 5% higher than the in print.

We still need to hear what they have to say on the call about:

1. When the new China Blackwell GPU will be selling

2. Impact of the U.S. revenue share on the guide.

Source: Gene Munster

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.