Nvidia faces downward pressure on its gross margin for fiscal year 2026, mainly due to a $4.5 billion expense related to excess inventory and purchase commitments for its H20 products.

老虎证券2026/02/25 22:05

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This significant financial adjustment is expected to pose a notable challenge to the company's short-term profitability. The substantial expenditure reflects potential risks in supply chain management, especially in a market environment where demand for AI chips is increasingly volatile. Nvidia needs to balance capacity planning with market demand to avoid ongoing financial impacts from similar inventory write-downs.

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