Antonio Bordunovi
Recent data out of Taiwan suggests there have been “significant improvements” in Nvidia’s (NASDAQ:NVDA) GB200 shipments, which Morgan Stanley believes could put investors’ minds at ease.
“Our Taiwan ODM team is seeing close…
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https://seekingalpha.com/news/4446410-nvidia-in-focus-as-morgan-stanley-says-april-taiwan-data-shows-significant-improvements