Originally posted on X on July 18, 2025
I don’t understand the arithmetic of “jumped from $1.6 billion to over $10 billion per quarter—a 10x surge (!).” If the $1.6 billion is a quarterly figure it grows sixfold.
Thank you, fixed.
Big IT is getting more creative with accounting then the Central Banks.
can anyone explain what NVDA will do with those cloud credits ?
Hey there,
I explain it in this note:
https://substack.com/@kakashiii111/note/c-216367082
Is there a way to see this in 10-Q or they show it on aggregate in accounts receivables?
Hi Nikita,
Yes, it is disclosed by Nvidia in its Form 10-Q. Search for “Multi-Year Cloud Service Agreement.”
Many thanks
at the rate theyre showing, 30B seems like a low estimate.
I don’t understand the arithmetic of “jumped from $1.6 billion to over $10 billion per quarter—a 10x surge (!).” If the $1.6 billion is a quarterly figure it grows sixfold.
Thank you, fixed.
Big IT is getting more creative with accounting then the Central Banks.
can anyone explain what NVDA will do with those cloud credits ?
Hey there,
I explain it in this note:
https://substack.com/@kakashiii111/note/c-216367082
Is there a way to see this in 10-Q or they show it on aggregate in accounts receivables?
Hi Nikita,
Yes, it is disclosed by Nvidia in its Form 10-Q. Search for “Multi-Year Cloud Service Agreement.”
Many thanks
at the rate theyre showing, 30B seems like a low estimate.