The revenue guidance for the third quarter fell short of expectations, while Blackwell expects revenue to increase by several billion yen in the fourth quarter.

Nvidia, the leading AI chip company, doubled its revenue in the previous quarter and exceeded market expectations, but the guidance for this quarter did not reach Wall Street's most optimistic expectations. Nvidia expects the eagerly awaited Blackwell architecture chip to generate billions of dollars in revenue in the final quarter of the year. However, Nvidia executives did not answer the question of whether the billions of dollars in revenue would be considered new revenue during the earnings call.