[Link: Nvidia CFO Commentary (pdf) | https://s201.q4cdn.com/141608511/files/doc_financials/2025/Q225/Q2FY25-CFO-Commentary.pdf | s201.q4cdn.com] Nvidia just said it won’t begin to ramp production of its new Blackwell GPUs until its fourth fiscal quarter, which begins in November. Nvidia just reported a record $30 billion quarter, and the vast majority of it ($22B) was data center compute... will it set aside some of its latest and greatest for gamers instead of AI? If so, I wouldn’t bet on prices being low.