0
Quick Post
Jul 14 · 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.
Sources: Nvidia has a new way to sell more AI chips: help customers buy them
Author's Disclosure: Position not disclosed (published before October 2026).
FinancialPress Disclosure: FinancialPress is a platform for independent contributors and does not provide investment, legal, or tax advice. Articles reflect only the views of their authors, who may or may not hold professional licenses or certifications, and FinancialPress does not review or endorse them for accuracy or suitability. Nothing published here is a recommendation or solicitation to buy or sell any security, and any stance shown is the author's own opinion. FinancialPress is not a registered broker-dealer or investment adviser. Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Do your own research and consider consulting a licensed professional before making investment decisions.
Jul 14 · 1 min read
No comments yet - be the first to share your take.
