Bullboard - Stock Discussion Forum NVIDIA Corp N.NVDA

Primary Symbol: NVDA

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NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking... see more

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NVIDIA Corp > NVIDIA Conference Call

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Post by monte8 on Nov 20, 2024 5:35pm

NVIDIA Conference Call

NVIDIA’s conference call. The most noteworthy quotes and information from NVIDIA’s call, as follows:

Blackwell is in full production
“Every customer is racing to be first to market… Blackwell is now in the hands of all our major customers.”
“Blackwell demand is staggering.”
Our Data Center revenue in China grew sequentially. As a percentage of data center revenues, it remains below the onset of export controls.
NVIDIA deployments in India are expected to grow by 10X by the end of the year.
We anticipate sequential networking revenue growth in Q4
NVIDIA’s CFO also said the company is expected to exceed prior guidance of ‘several billion’ worth of Blackwell sales this next quarter.
While Blackwell is ramping the company expects gross margins in the low-70s, but once Blackwell is ramped NVIDIA expects gross margins to return to the mid-70s.