@Hudsonriley 6 hours ago
NVIDIA’s Corporation Blowout
NVIDIA’s Corporation Blowout
When NVIDIA dropped its Q3 numbers $57 billion in revenue and an even wilder $65 billion outlook it felt like that AI is not going to slow down, is it? The interesting part is not just the size of the beat but the ripple effect it sends to every corner of the AI ecosystem. This quarter really says that the demand is still real, still messy, expensive and really growing for chip-suppliers, data centre builders and cloud giants as they all take their cues from NVIDIA’s tone.But the main question is whether this strengthens the AI boom or just delays the inevitable cooldown?

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