Based on assumptions about Nvidia's CoWoS shipments and payment terms, part of the expectation is that Nvidia will come up with expectations for Q3 revenue of $$16.5-175B. ChatGPT traffic has declined significantly, and there is no sign of an AI services business model that proves to be sustainably profitable.
Ming Chin Kuo: Slowdown in AI chip shipments and significant decline in ChatGPT traffic not good for NVIDIA shares
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