Also important, they represent 30% of future blackwell orders and are 11% of NVDA revenue. Im surprised NVDA is barely down today, but a) AMD lag is proving NVD

Also important, they represent 30% of future blackwell orders and are 11% of NVDA revenue. Im surprised NVDA is barely down today, but a) AMD lag is proving NVDA competitive advantage, b) allocations to SCMI would certainly find backup customers.