What to Expect in the Week Ahead (SMCI, NVO, LLY and DIS Earnings; ISM Services Report)

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How big is the impact on nvidia due to the delayed release of the new ai chip?

According to analysts' predictions, after the delay in the release of the B200 chip, the price may be set between $0.03 million and $0.04 million. The quarterly shipments as of January 2025 are expected to reach about 32,500 units, contributing $3 billion in revenue, accounting for 9% of the total expected revenue for the quarter.

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