Good effort validating my Nvidia Data Center GPU annual volume ‘all up’ and cost per unit. Shooting at my tail on the product category breakout earns you both bonus points. Excellent evolutionary improvement. The Next Platform has the foundation for my Nvidia ‘all purpose’ total revenue total cost assessment. I thought you would have emulated or duplicated by now is why I gave the critical change in quantities. I’m not sure if you have although the values are similar.

Determining from the financial down, well, NVDA 10-Q appears to be better than AMD and INTC when it comes to the number and form of primarily division in quarter false financial certifications. As we are aware production volumes typically fall into question which of course is the purpose of your Nvidia assessment.

“It is very hard to figure out how much Nvidia is charging OEMs, ODMs, and direct customers”, put on your production economics hats and reflect on industrial management and sales best practice. It’s a compliment not a cartel?

Long run data revealing Nvidia Data Center production volume is here let me know when you find it.

https://static.seekingalpha.com/uploads/sa_presentations/483/98483/original.pdf

I’ll give two other clues. First, JF so said RTX long run volume is greater than 100 M units. Second, my Xeon annual volume statements are reliable over Intel syndicated analyst volumes. So much for INTC 10-Q/K albeit in relation AMD q2 and q3 2023 and Nvidia q3 2023 a minor anomaly I can attest to Intel financial disclosure statement improvements.

Now if only Intel Inside can remain permanently shut down on that unnecessary since 2018 has been a hidden cost line. And place more trust in government and governance. I mean who doubts the Bureau of Statistics?

Mike Bruzzone, Camp Marketing