Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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

A新加坡1_11来来来
08-27 16:04

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-...

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

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fuzzyoo
·08-27 16:42
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
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EvanHolt
·08-27 16:42
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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