ASC 606
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 9, 2026 by Rory O’Driscoll · said 1 times in 1 episodes since 2026 · across every show →
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Jul 9, 2026 neutral
O'Driscoll: Nvidia Recognizes Hardware Revenue Upfront Under ASC 606 With Put-Back Rights
“They're basically, quote, selling you the chips up front, so they are going to recognize that hardware revenue up front, and then they're giving you, as the buyer, the NeoCloud, a backstop that if you can't use that compute, you get kind of put back rights on …”