Wall St Engine(@wallstengine):$NVDA CFO on memory, supply and margins: “We are experiencing extreme pricing conditions in memory. The magnitude of the price increase has exceeded our prior expectations and is headed even higher into next year.” Nvidia expects supply to remain a bottleneck through at least the end of FY28. Gross margins: Q3: 74% ±50 bps Q4: bottom at 71%-72% FY28: settle around 72%-73% (Est. 74%) “As executed price increases take effect in Q1.” “Memory scarcity today is being driven in large part by the AI buildout itself... tighter memory supply is a symptom of the same demand surge that’s driving our own growth.”

2026.08.26 21:28

$NVDA CFO on memory, supply and margins: “We are experiencing extreme pricing conditions in memory. The magnitude of the price increase has exceeded our prior expectations and is headed even higher into next year.” Nvidia expects supply to remain a bottleneck through at least the end of FY28. Gross margins: Q3: 74% ±50 bps Q4: bottom at 71%-72% FY28: settle around 72%-73% (Est. 74%) “As executed price increases take effect in Q1.” “Memory scarcity today is being driven in large part by the AI buildout itself... tighter memory supply is a symptom of the same demand surge that’s driving our own growth.”