Nvidia's demand surge continues for 12+ months
The discussion argued that Nvidia's record quarter and 70% forward guidance signal intense, supply-constrained demand for compute will persist for at least another year.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.