Post by Rihard Jarc on X
Rihard Jarc@RihardJarc
XSo apparently the $500B that $NVDA's Jensen said for 5 quarters was misspoken as they clarified further that that number includes networking revenue & that 30% of that $500B Blackwell/Rubin demand was already shipped.
So instead of the $500B, we are talking about a $350B number.
350 likes37 repliesPosted Oct 29, 2025