NVDA Q319

Andy,

but that $450 million dollars of inventory was stuck in the distribution channel for Crypto

I think that this is what I essentially said in my post on NPI. The real growth was 33% or $9.290B versus $9.714B reported. Difference is $424 million. So if $9 million real crypto sales, then $415 million stuck there. So if gaming was really only $5.19B and there is $0.415 to $0.45B stuck there, how long to clear it. These were for desktop gaming. Don’t know what % of gaming that is. And again, the unknown AMD inventory.

KC

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