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 Fourth-Quarter Revenue Estimate Fails to Impress Wall Street
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- a4xrbj1·13:56It’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.LikeReport