Nvidia isn’t just selling AI infrastructure anymore, it’s actively funding the ecosystem that will depend on its chips.
Tbh.. that’s a powerful moat..
b00c on
NVDIAs order book must be insane for them to swing this huge co..equity. Even if half of the orders won’t go through they are looking at billions in cash.
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Nvidia isn’t just selling AI infrastructure anymore, it’s actively funding the ecosystem that will depend on its chips.
Tbh.. that’s a powerful moat..
NVDIAs order book must be insane for them to swing this huge co..equity. Even if half of the orders won’t go through they are looking at billions in cash.