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To: Pravin Kamdar who wrote (72514)11/20/2025 8:24:18 PM
From: Pravin KamdarRead Replies (1) | Respond to of 73124
 
I saw Jensen in a Yahoo Finance interview after their release. Jensen told the guy that they said they were sold out, through next year, of GPU for the cloud. The guy was like, well then you are supply constrained, so what is the upside? Jensen replied that they are sold out of cloud GPUs, but the have plenty of Blackwell supply. The guy looked confused, as was I.

He seemed to want to ask what's the difference in the GPUs. With Jensen seeming to say that, well, the difference is that one is sold out, and the other is not. Go figure.



To: Pravin Kamdar who wrote (72514)11/20/2025 8:31:24 PM
From: neolibRespond to of 73124
 
Yeah, but do they get 75% GMs on the HBM as well? Assuming $1K in HBM per GPU, they would need to charge $4K to get 75% GM on that. Is that what they are doing?


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