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$NVIDIA (NVDA.US)$ As expected, this earnings report was not...
$NVIDIA (NVDA.US)$ As expected, this earnings report was not a failure. The first quarter, including this one, had a subtle reaction, with a clear 10% decline in the second quarter, and so far a 5% decline in the third quarter immediately after the earnings report, but then returning and maybe turning positive. Consensus has been consistently exceeded, and the outlook for the fourth quarter is also surpassing consensus. There is nothing to worry about, and the gross profit margin has been maintained. In other words, the demand for AI is remarkably strong. It's not a surprise anymore that aiming for the world's largest market capitalization is expected. Honestly, I didn't have high expectations for the third quarter, thinking it was a transition period for SMCI and Blackwell, so I think it was a good earnings report.
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いい野菜♫福来る♡ : That's because semiconductor design is an unknown field for humans to challenge, which is probably quite difficult.
NOIR(のあ) OP いい野菜♫福来る♡ : The level of difficulty is probably extremely high, including the acceleration and stability of GPU processing and low power. The development roadmap has been announced, and GPU development is scheduled to be announced every year after Blackwell. Well, just because the level of difficulty is high, I hope there are no problems with the design. AI is also being used for development, so it seems that we will be able to feel more secure in that regard in the future