Will HBM supply, rather · settles Nov 18 · 26 days
Will Nvidia keep at least 73 percent of its revenue as gross profit for the quarter ending October 25, 2026?
How it settlesYes if Nvidia's gross profit divided by revenue for the quarter ended October 25, 2026 is at or above 73.0 percent, per its SEC filing. Source: SEC EDGAR, XBRL company facts of Nvidia (Forms 10-Q and 10-K)
The exact question
Did the gross profit of Nvidia for the quarter ended October 25, 2026 come to at or above 73.0% of its revenue?
Memory supply, not packaging, becomes the named constraint
Yes if Nvidia's chip mix and pricing hold margins at 73 percent of revenue or higher.
Packaging, not memory, stays the named constraint
No if memory costs, discounts, or a cheaper product mix pull margins below 73 percent of revenue.
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