No, Mike covers EV. This is Joe.

來源: 三心三意 於 2024-11-13 10:43:15 [] [舊帖] [給我悄悄話] 閱讀數 : (129 bytes)

He is basically saying Blackwell demand is super strong, but NVDA may face near term challenge due to supply constraints

所有跟帖： 

• 隻要不是demand issue都是利好啊 -aloevera- ♀ 給 aloevera 發送悄悄話 (0 bytes) () 11/13/2024 postreply 10:45:36

• 謝謝 -混談- ♂ 給 混談 發送悄悄話 (0 bytes) () 11/13/2024 postreply 10:47:40

• 三心老師 看看這個 NVDA AI SPIDER Web -NewLeaf2021- ♀ 給 NewLeaf2021 發送悄悄話 (226 bytes) () 11/13/2024 postreply 11:27:39

• No, biz relationship wise, NVDA supply to SMCI/HP/Dell -三心三意- ♂ 給 三心三意 發送悄悄話 (180 bytes) () 11/13/2024 postreply 12:42:50

• got it. Thks! -NewLeaf2021- ♀ 給 NewLeaf2021 發送悄悄話 (0 bytes) () 11/13/2024 postreply 13:01:58

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