Just listened to the CC, over an hour long. Tons of great information. As far as declining GP percentage, it was explained that NVDA is expediting (paying for overtime, disruptions of scheduling and quicker deliveries) to get Blackwell systems to our customers. Colette and Jensen said they will have many opportunities to decrease costs that will bring profits up. Also, who else sells billions of dollars at these percentages? Not anyone.
GTC will bring the next huge catalyst for a major move
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