Blackwell Ultra (BWU)

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英伟达-交货期仍漫长;机架出货量在 2026 下半年有望获动能;H2NVIDIA Corporation-Lead Times Still Stretched; Rack Shipments Seen Gaining Momentum in F2H26; H20 Green-Lighted But Awaiting Orders; Solid Networking Momentum; Reit OW
2025-09-06 07:23
We hosted an investor group meeting with Toshiya Hari, VP of IR and Strategic Finance at NVIDIA, with a focus on its Data Center business. Below are the key takeaways from the meeting. Sources for: Style Exposure – J.P. Morgan Global Markets Strategy; all other tables are company data and J.P. Morgan estimates. See page 6 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that t ...