The reason the stock is going up has more to do with this than Jensen, in my opinion. If anyone can recall that analysts were upset when Jensen would not give specifics on Q4 Blackwell revenue during the last earnings call. He only said that it would be “billions” in revenue. Now they have a specific number and 10 billion is way higher than expected. The margins will likely be high as well.
h/t salacious_lion
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