Says another record was achieved in data center. Says racing to scale Blackwell supply to the incredible demand customers are placing. Says expects market in China to remain very competitive. Says Q4 gaming revenue to decline sequentially due to supply constraints. Says will ship more Blackwells next quarter than this quarter. Says there are no companies that are not going to do machine learning. Says many AI services are running 24/7. Says could potentially reach mid 70s gross margin in the back half of next year. Says has seen substantial growth for H200. Comments and guidance taken from Q3 earnings conference call.
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