NVDABlackwell GPUharden
“Blackwell gained further momentum in Q3. As GB 300 crossed over GB 200 and contributed roughly two-thirds of the total Blackwell revenue.”
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Single-issuer beliefs · only one company addressed
“Blackwell gained further momentum in Q3. As GB 300 crossed over GB 200 and contributed roughly two-thirds of the total Blackwell revenue.”
“The reason why NVIDIA Corporation is the best platform for you is because our off take is so diverse. We can help you with off take. It's not about just putting a random ASIC into a data center.”
“Well, these are all issues and they're all constraints. And the reason for that, when you're growing at the rate that we are and the scale that we are, how could anything be easy?”
“H '20 sales were approximately $50 million. Sizable purchase orders never materialized in the quarter due to geopolitical issues and the increasingly competitive market in China.”
“Meta, Microsoft, Oracle, and xAI are building gigawatt AI factories with Spectrum X Ethernet switches.”
“networking more than doubled given the onset of NVLink scale up and robust double-digit growth across Spectrum X Ethernet and Quantum X InfiniBand”
“A new wave is rising. Agentic AI systems. Capable of reasoning, planning, and using tools. From coding assistants like Cursor and QuadCode to radiology tools like iDoc, legal assistants like Harvey, and AI chauffeurs like Tesla FSD and Waymo, These systems mark the next frontier of computing.”
“Currently, we have visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026.”