As always, NVIDIA ((NVDA) earnings conference calls are almost as exciting as their technology conferences. We look for certain surprises going in, and we always get more than we bargained for.My focus here is on three big areas: GPU Demand, AI Factories, and the China Predicament.Headed into yesterday's reveal, I was looking for two items in particular:First, would additional clarity around company write-downs for lost H20 GPU sales to China be as well-received as it had been when first announced and NVDA ...