$NVIDIA(NVDA.US)Everyone is so stressed about Nvidia missing revenue by USD 200 million this quarter. But honestly, it's better to focus on two big things: how fast Blackwell Ultra can ramp up production, and how much NVLink is being used in supercomputing centers.
You see, in Jensen Huang’s game plan, Nvidia wants to be like "TSMC+Microsoft" for the AI era – not just selling the tools, but also setting the rules.
This race is probably only at "half-time". There's still a long way to go!
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
