They do, but wall street are short sighted.

來源: 三心三意 於 2025-01-27 11:55:44 [] [舊帖] [給我悄悄話] 閱讀數 : (146 bytes)

They care if hyperscaler will spend the amount of $$ they said they will. If any hyperscaler pull back, NVDA revenue will suffer in 2025.

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• Seems like a bit of a catch-22 for hyperscalers... -越挫越勇2- ♂ 給 越挫越勇2 發送悄悄話 (0 bytes) () 01/27/2025 postreply 12:00:32

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