TSLA
Tesla
-- 403.840 NVDA
NVIDIA
-- 134.290 PLTR
Palantir
-- 75.630 MSTR
MicroStrategy
-- 289.620 AMD
Advanced Micro Devices
-- 120.790 
$Dell Technologies (DELL.US)$ (grew its AI server backlog by...
$Dell Technologies (DELL.US)$ (grew its AI server backlog by $700M Q/Q to $4.5B and says its 5-quarter AI deal pipeline grew over 50% Q/Q, but also guided FQ4 sales below consensus) says there's been a "shift in demand in AI to Blackwell," particularly $NVIDIA (NVDA.US)$ 's GB200.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
10baggerbamm : when you have an evolutionary shift in technology it's difficult for products to roll out on a timely basis because it's not only dependent upon key pieces but also the demand by consumers and that takes time to swell and build to the point where someone says I have to have it. so because Nvidia pushed off Blackwell for a month and a half the whole consumption chain the entire product cycle for every company gets pushed forwards.