-
Posted by
Two Blokes Jul 2 -
Filed in
Stock
-
4 views
New growth drivers for Nvidia Corporation like sovereign AI, industrial AI, and humanoid robots seem underappreciated sources of continued revenue growth acceleration. Nvidia is adapting to export restrictions affecting China sales in the background, whilst lowering investor expectations in their commentary. This sets them up to deliver a positive beat on revenues. Management expects mid-70s gross margins in 2-3 quarters time as Blackwell chips ramp up production. But the Street is not yet baking this in, presenting scope for a positive surprise.
