Hyperscaler revenue was essentially half of Data Center $NVIDIA(NVDA.US) overall revenue. My math is that’s consistent with the Jan 26’ quarter.
My take: GOOG, MSFT, META and AMZN capex guide is still the easiest way to get a sense of how things are going to Nvidia.Source: Gene Munster
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.
Post your comment
No Comments