No, Mike covers EV. This is Joe.

来源: 三心三意 于 2024-11-13 10:43:15 [] [旧帖] [给我悄悄话] 阅读数 : (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： 

• 只要不是demand issue都是利好啊 -aloevera- ♀ 给 aloevera 发送悄悄话 (0 bytes) () 11/13/2024 postreply 10:45:36

• 谢谢 -混谈- ♂ 给 混谈 发送悄悄话 (0 bytes) () 11/13/2024 postreply 10:47:40

• 三心老师 看看这个 NVDA AI SPIDER Web -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 (226 bytes) () 11/13/2024 postreply 11:27:39

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

• got it. Thks! -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 (0 bytes) () 11/13/2024 postreply 13:01:58

请您先登陆，再发跟帖！