
To get a better sense about the underlying $NVIDIA(NVDA.US) revenue growth, we need to adjusting for China revenue over the past two quarters. Here's what we find.
Jan 26: 89%Apr 26: 109%Jul 26: 95%Guidance for July doesn't need an adjustment (there was no China revenue in July 25'). Take away: Keeping growth rates at similar rates despite the law of large numbers is a sign we're still early. These numbers are so good that it makes Apple's beating the law of large numbers in the sweet spot of the iPhone growth look JV.Source: Gene Munster
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