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37d · 1 min read
Channel checks as of this week show Blackwell H200 lead times at 22 weeks, down from 28 weeks last quarter. This is a 6-week compression in 90 days. If this pace holds, supply will clear faster than the Street's Q2 FY2026 assumptions. NVDA gross margins could surprise to the upside by 150-200bps.
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This is not financial advice. For informational purposes only.
Based on publicly available information and contributor analysis.
This content is for informational purposes only and should not be considered financial advice.
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