Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

A新加坡来来

Find out more here:Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

Nvidia's record quarter: revenue $96.221bn, +106% year-over-...

Can Telecom AI Become Nvidia's Next Data-Center Moment?

Nvidia rose 2.54% after Jensen Huang outlined an AI economy spanning energy, compute, AI factories, models, and applications, with telecom networks potentially extending compute to the edge. Nvidia is also expanding packaging, testing, substrate, and optical capacity with partners including Samsung and Amkor. Bulls see broader demand and supply-chain resilience; bears warn capacity takes time to generate revenue. Can telecom-edge demand matter before new packaging capacity comes online?

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Comments

fuzzyoo
08-27
fuzzyoo
Gross margins probably face pressure. H20 yield has been the open secret for a while. This quarter still looks like financial magic more than durable demand
EvanHolt
08-27
EvanHolt
Data center mix is the key here. If H20 gets past 30% of revenue, gross margin probably gives up 2 to 3 points even with volume flex

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