No products in the cart.
Nvidia CFO clarified $500 billion in datacenter revenue at analyst dinner yesterday. 30% already shipped as of end-October. Morgan Stanley had modeled ~$407B cumulative Blackwell + Rubin for 2025-26 vs $500B, implying ~$93B upside. The Timing is unclear but you’ll start seeing larger magnitude beats (on revenue and income). This will be about 12 million … Read more