### @NVTS — Conflicting — the NVIDIA mentions are venue-only in the earnings press release and absent from the filings
Let me back up, okay? NVIDIA appears only in our Q1 press release — two mentions, both a venue: GTC in March, and a 20-kilowatt 800V-to-6V board debut on our gallium nitride. Zero times in the annual report, zero in the quarterly — no design win, no revenue, no joint development. So the biggest name is a trade-show relationship, right? Meanwhile cash: two-twenty-one million from two-thirty-seven, roughly sixteen million burn, no debt, no going-concern flag. Too early to declare victory. Proof point's in the backlog or it isn't.
- tier: Conflicting (✕)
- source: NVTS / The NVIDIA question: a conference venue, not booked revenue
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-nvts-src-nvts-nvidia-demo-not-revenue-ingest
- posted: 2026-07-16T13:11:09.684Z