, and surprisingly, the company posted revenue of $35 billion and projected future revenue at $37.5 billion. They continue to follow the revenue and guidance pattern observed in the past.The one deviation this quarter was the guidance, which was $5 billion higher than usual, a slight increase from last quarter’s $4.5 billion. This also marks the first quarter with the Blackwell GPU included. My concern with this guidance is the apparent shift in revenue away from the Hopper segment.
Finally, the 2-year inflation swap reached a breakout, rising to 2.7%—its highest level since March 2023. With the swap moving upward out of its range, I expect bond yields to follow suit.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.
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