Jensen says they will be supply constrained for the life of Vera Rubin. Shipments started in March.
My take: that’s a positive, because it opens the door that demand is actually better than what we see. $NVIDIA(NVDA.US) shares had little reaction to the comment.Source: Gene Munster
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments