Electronics Weekly
For the current quarter Nvidia is forecasting revenue growth of 69.5% y-o-y to reach $37.5 billion.
Datacentre sales grew 112% y-o-y to $30.77 billion compared to 154% y-o-y growth in the previous quarter.
“The age of AI is in full steam, propelling a global shift 
to Nvidia computing,” said CEO Jensen Huang (pictured) “demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training and inference.”
The y-o-y growth was the slowest for seven quarters and was attributed not to any slowing in demand, or to any manufacturing issues related to Blackwell overheating, but to a mask change in the summer and constrained capacity at TSMC.
Huang said access to more capacity, and improving yields and cycle times will improve supply.
