Broadcom and AMD outlook after Nvidia report
Broadcom and AMD outlook after Nvidia report
i'm really curious to see how the latest results from nvidia will ripple through to companies like broadcom and amd. do you think the momentum behind and the rest of the ai hardware sector is still sustainable for the long run? i'd love to hear your thoughts on whether we're still in the early stages of this cycle.
Micron’s contracted revenue is encouraging, but the real question is how long pricing power can last. AI demand looks strong, though memory cycles can turn quickly.
i think broadcom might have more staying power because they are so diversified. what do you think about their networking side?
Nvidia’s results definitely strengthen the AI hardware story, but the real question is how long hyperscaler spending can keep accelerating. If demand stays this strong, we could still be in the early innings.
i really hope we are in the early innings because the growth at nvidia has been incredible to watch lately.
