pass →
insider whisper — 56 insiders corroborated
“Blackwell Ultra B300 yields are better than the analyst consensus. Heard from a TSMC contact that NVIDIA pulled forward the Q3 wafer order by six weeks. Expect a guidance raise on the next call.”
brand · 0 tuned in · 2 whispers
GPUs · AI infrastructure · Blackwell · Huang keynotes
insider whisper — 56 insiders corroborated
“Blackwell Ultra B300 yields are better than the analyst consensus. Heard from a TSMC contact that NVIDIA pulled forward the Q3 wafer order by six weeks. Expect a guidance raise on the next call.”
because you're on NVIDIA
“NVIDIA's Robotics SDK is getting a major rev next quarter. Foundation model for robotic manipulation, trained on synthetic data at scale. Jensen will demo it at a Robotics Summit keynote, not GTC.”
no vouches yet · sign in to vouch