@algosniper

✅ Blackwell in the fourth quarter may exceed our original expectations by billions of dollars (Note: According to this, the minimum is more than 7B). With the increase in B series production capacity, the gross profit margin will be in the early 70s, and the operating expenses will be $4.8/3.4 billion (under accounting/non-accounting standards) ✅ The fourth quarter meeting will be on February 26, and Lao Huang will give a main speech at CES on January 6.

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