Nvidia is going to report after hours.
In this video I discuss how many believe this ia a referendum on AI, including on Tesla.
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Is Nvidia A Referendum On AI?
8 months ago in LeoFinance by taskmaster4450le
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Nvidia is not just a player in the AI space but also it decides who will lead the race perhaps.
I am not sure it has that decision. They are still running a business and have to keep as many of their customers happy as they can.
I think Nvidia will report massive gains and profits. There have been reports that their yet to be released GPUs are already fully reserved. There is a great demand for their products. Just like how a knife can only be as good as its wielder, their success in the long term will depend on the AI software that the different tech companies are making. If those companies start stagnating with their breakthroughs, then it will all come crashing down.
They are going to ship billions in Blackwell chips this year. That is huge.
There is still huge demand for the H200.
Exactly. That is why I think Nvidia will have a good report, and the AI boom will continue.
It is foolish to think it is going to stop anytime soon.
The amount of compute required over the next 5 years is going to blow people away.