bullish
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
SUMMARY
- Nvidia surpassed expectations in China despite challenges, indicating growth in other areas of their business
- Shift from training to inference era highlighted, with focus on customers buying Nvidia systems for inference
- Competition in the inference market could pose challenges for Nvidia, especially as costs grow and alternatives emerge like Google's tpu
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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