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$NVIDIA(NVDA.US)
NVDA CFO ON THE OPENAI PARTNERSHIP:"Right now, that $500 billion does not include any of the work that we're doing right now on the next part of the agreement with OpenAI."So the $500B revenue in five quarters statement that Jensen made in GPT...does not include China OR any part of that massive OpenAI deal they announced at the end of September. Market continues to discount Nvidia on fears but the reality is that they are putting up earnings growth without major tailwinds, if any of those tailwinds come back, the growth could be much stronger than even the most bullish of analysts, which would also be very good for the entire chip sector + neocloud/datacenter plays.Source: amit
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