Nvidia

Menciones entre vídeos

So they're not cannibalizing like the attractiveness of their cloud by selling tranium outside. So they're Nvidia's biggest problem. It uh because what's the number one advantage that the hyperscalers have? >> Lower cost of capital. It's a capital fight. They have a lower cost of capital than the Neoclouds do. The Neoclouds are they'll buy Nvidia left, right, left, right, and center. And by the way, it also makes total sense that like why SpaceX like Elon's out there. we will always buy Nvidia because they're the best. No, you'll buy Nvidia because

No, you'll buy Nvidia because

Ver en nueva pestaña Ficha del vídeo en este momento

Predicciones auditadas

Acierto: 0 Fallo: 0 Abierta: 1

Señales direccionales

Scroll al inicio