though it earnings now crossing the wire
right now. Nvidia saying that in the
most recent quarter it reported EPS of
A$15 per share. I'm going to get you uh
the comparison on that. On the revenue
side, 46.74 billion in revenue, a 56%
jump and relatively in line with
estimates. Data center revenue 41.1
billion up 56% in line with estimates.
gaming revenue if you care, 4.3% up 49%
uh just slightly above what the street
was looking for. Your adjusted gross
margins coming in at about 73% 72.7%
to be precise here and free cash flow in
the quarter 13.45
billion here and here's your forecast.
The company says that for the current
quarter Caroline it sees revenue of 54
billion plus or minus 2%. The street was
looking for 53.46 46 billion. So if you
take that plus or minus 2% here, maybe a
slight disappointment.
There were no H20 sales to China based
customers in the second quarter is what
we go to in the statement. And Vineia
benefited from a $180 million release of
previously reserved H20 inventory from
approximately 650 million in
unrestricted H20 sales to a customer
outside of China. So interestingly, that
was taking up outside of China because
remember for most of the quarter they
were unable to ship to the country.
They're talking in the statement about
Blackwell is the AI platform that the
world has been waiting for delivering on
exceptional generation and leap. The
production of Blackwell Ultra is where
he's talking about that ramp of full
speed. How much is that bringing in more
broadly? But really this is in overall
he says the AI race is on and Blackwell
is a platform at its center. So the
question is will they make a blackwell
architecture for China and what would
sales look like