This was coming from the Wells Fargo TMT Summit on November 29. It’s from the analyst Aaron Rakers. Talking about CUDA he said it’s 4.8M developers.
I noticed right before the part you bold it says “over” 4M, so maybe it’s not a contradiction? Agreed it would be big if they went from 4M to 4.8 that fast, but I’m guessing they were just rounding down meaning 4M+