Dylan Patel's avatar
$88.6m follower assets
Nvidia beats earnings yet again, 50% YoY with datacenter up 55%. $7.1B vs $6.82B consensus.
Datacenter 55%, Gaming 42%
Outstanding inventory purchase and longterm supply obligations are $6.90 billion!
Up from $2.57 billion a year earlier $4.79 billion in the prior quarter.
$META Capex going up 60% YoY is one of many clear drivers
Nvidia's guidance is $7.4B!
That's ~48% YoY growth in Q4
Dual source Samsung / $TSM
Putting big prepayments down is likely bringing them to the front of the line!
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Joshua Simka's avatar
And for what a success $NVDA has been and how relevant it is, CEO Jensen Huang is relatively unknown! Thanks for sharing, @dylan522p



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