Amazing that the bank is predicting a 20% increase in Q4’s forecast for the next quarter. Lots of pressure on NVDA when these things are forecasted by a 3rd party.
I was wondering how Nvidia booked their sales that is good news that was a good article.
"The analysts highlighted that Nvidia recognizes revenue from its Blackwell compute boards upon shipment, rather than waiting for the complete racks to be shipped from OEM/ODM partners."
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