Analysis: How is Nvidia going to beat their numbers this quarter?

Updated: SemiAccurate told you weeks ago, but lets connect the dots anyway

Nvidia logoThere has been a lot of talk lately about Nvidia and beating their numbers, it came as a shock to some but not SemiAccurate readers. The short versions is that we told you exactly how they would blow out this and the next few quarters before it all comes crashing down. Since a few of you seem to have missed the connection, let us draw it out for you in detail.

Note: The following is analysis for professional level subscribers only.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate
Charlie Demerjian is the founder of Stone Arch Networking Services and is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate