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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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Sam

To: Sam who wrote (93911)	2/27/2025 8:34:18 AM
From: Elroy	2 Recommendations of 95738

NVDA on gross margins..... Moving to the rest of the P&L. GAAP gross margin was 73% and non-GAAP gross margin was 73.5% and down sequentially as expected with our first deliveries of the Blackwell architecture. As discussed last quarter, Blackwell is a customizable AI infrastructure with several different types of NVIDIA build chips multiple networking options and for air and liquid-cooled data center. We exceeded our expectations in Q4 in ramping Blackwell, increasing system availability, providing several configurations to our customers. As Blackwell ramps, we expect gross margins to be in the low 70s. Initially, we are focused on expediting the manufacturing of Blackwell systems to meet strong customer demand as they race to build out Blackwell infrastructure. When fully ramped, we have many opportunities to improve the cost and gross margin will improve and return to the mid-70s, late this fiscal year.

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