Nvidia: I Didn't Think I Could Get More Bullish - Then Q2 Happened
Sunday, 7 September 2025 ()
Summary - The Blackwell ramp leads the narrative. GB300 is in volume production at a rate of 1,000/week. Q3 revenue was projected at a growth rate of +54% yoy. - Guided FQ3 gross margin at 73.3%β73.5%. A 15% H20 China arrangement could unlock $2β$5B Q3 shipments, and the outlook excludes H20 toβ¦
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