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After exceeding expectations once again, what will Nvidia's earnings call say? (full text attached)
Huang Renxun said that this year he will see a significant increase in Blackwell's chip revenue, and another chip will be launched after Blackwell. The chief CFO said that over the past four quarters, inference has driven about 40% of data center revenue, and Spectrum-x, the world's first high-performance Ethernet architecture designed specifically for AI, will achieve multi-billion dollars in revenue within a year.
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Russia will also cut production on a compensatory basis! Citi: OPEC+ is unlikely to deepen production cuts
Russia's crude oil production in April exceeded the quota due to technical reasons. Citi believes that further OPEC+ production cuts are unlikely, and oil prices are expected to fall in the second half of the year.