NVDA Quick Take
NVDA -2%: Decent results with DC/Total revs in-line with bogeys and approves $50B; Q3 guide slightly below bogey
Saying they expect billions in blackwell rev in Q4 and production set to begin in Q4, but that changes needed to improve blackwell production and had to change blackwell mask production step (stock reversed a bit lower bc of this).
Key now is…
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