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SissyBecca : I do notice that Nvidia are mentioning the concept of AI factory more....see what Jensen says here, looks like the AI battle is marching towards next level
102362254 : The important highlight:
“But I think overall, the comments that we made about demand outstripping supply is for the entire market and particularly so for H200 and Blackwell towards the end of the year".
Reason:
It directly addresses the overarching issue of demand exceeding supply, which can have significant implications for Nvidia's performance and future prospects.
Loss Trader : It good that NVDA did not see these AI companies as competitors, as every company has it own objective
SaulHernandez Loss Trader : $NVIDIA (NVDA.US)$