Miketee74
08:38

Haha...some of these analysis or biz reportor are focusing on negative side instead of the positive. It is never been easy for such a big corporate to continue to have good performance indicator that above the expectation. If we look at short term (Q4), I would say that it may slow down but still able to hit the target as the Blackwell already start to be distributed. New government is yet to take over the White House, thus existing regulations is still remain in force. 

For Long Term, so far Nvidia is ahead of others in the industry. Those companies may produce some products that could compete with Blackwell, but they can't stop Nvidia to have another new product while waiting for others. 

No doubt the new government may impose certain trading regulation, but as well as they need the products from Nvidia, those countries' corporate have no choice at this moment until their countries could have someone like Nvidia. 

Nvidia Q3 Financial Results
Nvidia announced its financial results for the third quarter of fiscal 2025. The company reported an EPS of USD 0.78, surpassing expectations. The EBIT was USD 21,869 million, slightly higher than the estimated USD 21,826 million. The adjusted EPS was USD 0.81, exceeding the estimated USD 0.75. Net income for the quarter was USD 19,309 million. Nvidia's revenue reached USD 35,082 million, surpassing the estimated USD 33,162 million. The CEO highlighted the significance of AI in driving global computing and mentioned the company's leadership in AI chips. Nvidia forecasts fourth-quarter revenue above market estimates.
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Comments

  • a4xrbj1
    13:56
    a4xrbj1
    It’s more about guidance not good enough and is becoming more and more clear that the users of NVIDIA chips aren’t finding enough “gold” to justify the price for investment. This will create pressure on NVIDIA prices in the future and worry about profit margin.
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