Nvidia Earnings, Strawberry and Video, The Networking Question
Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs between Blackwell and Hopper, and it impacts both Nvidia’s prospects and its networking sales. Subscribe to Stratechery Plus… Article Source https://stratechery.com/2024/nvidia-earnings-strawberry-and-video-the-networking-question/