Regarding Nvidia, orders for the H100 exceed capacity - for the next two quarters. Currently there is zero reduction in demand. Nvidia's customers are NOT normal people. Nvidia's customers are Meta, Microsoft, Google, Tesla, etc The use case is not "Copilots" the use case = massive data centers, covering hundreds of acres, where thousands of H100's operate simultaneously to create Large Language Models for Meta, Tesla etc. That's why Nvidia's price target is projected at 30% growth next year = $650/share
Regarding Nvidia, orders for the H100 exceed capacity - for the next two quarters. Currently there is zero reduction in demand. Nvidia's customers are NOT normal people. Nvidia's customers are Meta, Microsoft, Google, Tesla, etc The use case is not "Copilots" the use case = massive data centers, covering hundreds of acres, where thousands of H100's operate simultaneously to create Large Language Models for Meta, Tesla etc. That's why Nvidia's price target is projected at 30% growth next year = $650/share
Lady the demand is there, and growing 🤣
This