The market is buzzing about the guidance of revenue for the next quarter. NVDA reported their April quarter of $7.2 billion in revenue, down -13% year-over-year. The guidance for the July quarter went from $7 billion up to $11 billion, a $4 billion increase. This unusually strong revenue growth was driven by their high-end distributed computing systems/chips. Obviously, there were unique circumstances around this type of growth, as we believe the larger companies, like MSFT, are building out their A.I. services and TSM freed up the semiconductor capacity to deliver the chips.

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