URGENT: Nvidia's $43B Q1 Guidance Explained
This changes everything for AI infrastructure...
$43,000,000,000.
That's Nvidia's Q1 guidance. Nearly $10B above estimates.
But there's a critical detail about the Blackwell ramp that's not making headlines...
-James
P.S. The Chinese order data reveals something Wall Street missed entirely...CLICK FOR FULL STORY »