‘Demand is just so strong’: Nvidia CEO Jensen Huang tells Yahoo Finance supply can’t keep up
https://finance.yahoo.com/news/demand-is-just-so-strong-nvidia-ceo-jensen-huang-tells-yahoo-finance-supply-cant-keep-up-012653951.html
Posted by Worried_Quarter469
8 Comments
Where did he say
# supply can’t keep up
Also – might not be the correct forum for this – but what made NVIDA’s margin go from 33% to 43% seemingly over night?
https://preview.redd.it/83m920cs142d1.png?width=1062&format=png&auto=webp&s=f7758cdf4acf567f1308d7f91039b6471f0ff69c
He also calls out Meta and Tesla for their large use of NVDA for generative AI. Tesla for their FSD. Calls on Meta and Tesla??
CALL it is!
https://preview.redd.it/t21bzaki852d1.jpeg?width=225&format=pjpg&auto=webp&s=a74595c5fdd6402c43c508a967df7e0bc7ab510e
So what I am hearing is calls atw it is?
Talk dirty to me
All big tech like amzn, googl, msft, meta are the big big spenders on nvda. It’s basically blank check mode for ai capex as they build up their massive ai data centers.
Thats how their revenue is up so drastically. Once they’ve completed those build outs the blank check stops. Thats still over a year out though. So it’s more green for team green in the short term.