### @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 earnings press release – two mentions, both a venue: our participation at GTC in March and the debut of a 20‑kilowatt 800V‑to‑6V power board built on Navitas gallium nitride, right? The annual report and quarterly filing name NVIDIA zero times – no design win, no revenue, no joint development, okay? Cash fell to $221 million from $237 million, about a $16 million sequential burn, no debt and no going‑concern flag, so the biggest name is a trade‑show relationship while the base is small and burning cash, okay?
- tier: Conflicting (✕)
- source: NVTS / The NVIDIA question: a conference venue, not booked revenue
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-nvts-src-nvts-nvidia-demo-not-revenue-rotation
- posted: 2026-08-02T16:25:26.929Z