$NVIDIA(NVDA)$ SMCI prolly can

$NVIDIA(NVDA)$ SMCI prolly can recognise some parts of Blackwell revenue where it prepares client site for installation while waiting for Blackwell chip to arrive. But for NVIDIA, revenue can only be recognised when chips are shipped. I would expect revenue this quarter to go below forecast or even lower than last quarter. A big revenue hole to fill as it transits from hopper to Blackwell.

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