$NVIDIA Corp(NVDA)$ Jensen stated that the Blackwell delay resulting from redesigning a mask (the fix is already complete) will increase fab yields and thus lower cost. That means that the "disastrous" (snicker) reduction of gross margins to a "meager" 75% are probably going rise again as Blackwell ramps.
By the way, the QoQ revenue forecasts of 8.2% +/- 2% growth mean that on the upside, the YoY revenue is still growing by a brisk 49% annually. Since NVDA habitually sandbags, the upside scenario is likely.
The approximately constant total increase in QoQ revenue you stated serves to fool the investors who are already fools to begin with. However, with the Blackwell ramp and increase in $Taiwan Semiconductor Manufacturing(TSM)$ fab capacity, QoQ revenue increases could end up exceeding $4B
In short, there is NOTHING wrong with NVDA's business and the growth story remains intact. I've been long NVDA since 2016.
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