Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
The Circuit
Shifting Growth Trajectories in Tech: The Blackwell Dilemma
This chapter delves into the challenges faced by a major tech company following the release of their new product, Blackwell. The discussion emphasizes supply constraints, technical issues, and a potential shift from rapid growth to a more stable, yet uncertain future.
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