$NVIDIA (NVDA.US)$ There is no problem, but why is the profi...
There is no problem, but why is the profit margin subtly decreasing despite the demand continuing to exceed supply.
It would be more reassuring if the temporary increase in expenses due to the switch to Blackwell could be improved next season.
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ギロチンちゃん : It's an increase in expenses due to equipment investment. Since it has been mentioned before, once Blackwell's shipments start in earnest, I believe it will gradually improve, so I don't think there's a problem.
Frandoll : Because TSMC raised prices.