Let me say this again

來源: 2025-02-01 15:38:48 [舊帖] [給我悄悄話] 本文已被閱讀:

#1 will 100% be an issue within 3 years unless NVDA can find new product segments. I know data center business really well.

It is virtually impossible for NVDA to grow its current data center revenue 45-50% year over year for 3 more years + maintain 73% gross margin. This is determined by law of physics.

They must extend into a new market segment AND dominate. To be clear, I am not saying that NVDA can not dominate new market segement. I am saying we need to watch this closely and see the evidence of it.