TechWhiz
:
Nvidia results showed that AI is real n demand for gpu is growing but obviously it can't keep growing at s high rate forever. Investors want to see what nvidia can do to create growth in other areas n that will take time.
For now , I suspect the smart money will rotate into the next layer of AI boom... the software enablers, the data centres n energy providers, etc.
nvidia customers bought so many expensive gpu, now it is time to make them work. They can't keep buying the hopper gpu.
Think nvidia will run again when Blackwell comes out n when they create another powerful source of revenue
WillsonToh : Kill the bears
TechWhiz : Nvidia results showed that AI is real n demand for gpu is growing but obviously it can't keep growing at s high rate forever. Investors want to see what nvidia can do to create growth in other areas n that will take time.
For now , I suspect the smart money will rotate into the next layer of AI boom... the software enablers, the data centres n energy providers, etc.
nvidia customers bought so many expensive gpu, now it is time to make them work. They can't keep buying the hopper gpu.
Think nvidia will run again when Blackwell comes out n when they create another powerful source of revenue
MapleVX WillsonToh : Like this?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Warren Buffed TechWhiz : Can sell to aliens