NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team guided to a 10% Q/Q increase in the Jan-Qtr, well-above consensus on continued strong spending from its customers to support their AI/accelerated compute initiatives. Expectations were high coming into the print and the team managed to deliver results/outlook that were above…
J.P. Morgan on NVIDIA Corporation: Strong Results/Guide On AI Demand Pull For Datacenter Compute/Networking Products; Software Sales Accelerating; Reit OW
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