182580163
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1. As expected, NVIDIA's total sales for the first quarter of April were 24 billion dollars, and data center (DC) sales were 21 billion dollars.
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA(NVDA.US$
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA(NVDA.US$
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Vision Fund's deficit has shrunk drastically, and portfolios have been switched from Alibaba to ARM, and that arm is trending upward... I think the question is whether it has the power to go up from 9,000 yen.
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Mr. Son's Plan to Move 10 Trillion Yen into SoftBank G's “AI Revolution”: Nihon Keizai Shimbun
> We entered the semiconductor development and manufacturing business for AI in a fabless format, and completed a prototype in the spring of 2025. The goal is to establish a mass production system by fall of the same year.
> Consider a plan to launch a new division within the arm
> The initial development capital, which is expected to be in the hundreds of billions of yen, was covered by Arm's own funds and SBG support, and after the mass production system was established, the development department was cut out of Arm and considered placing it under the umbrella of SBG
> Negotiations have already been made with TSMC and others to secure production quotas.
> We entered the semiconductor development and manufacturing business for AI in a fabless format, and completed a prototype in the spring of 2025. The goal is to establish a mass production system by fall of the same year.
> Consider a plan to launch a new division within the arm
> The initial development capital, which is expected to be in the hundreds of billions of yen, was covered by Arm's own funds and SBG support, and after the mass production system was established, the development department was cut out of Arm and considered placing it under the umbrella of SBG
> Negotiations have already been made with TSMC and others to secure production quotas.
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