Surveillance: Michele sees recession by year end
Bloomberg Surveillance
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The Future of GPUs in the Cloud
We think over time, over the next three to five years, that the kind of annual growth rate for GPUs and specifically that of NVIDIA on the accelerator side of things in the cloud can grow at an annualized pace of 20 to 25%. That can kind of get you to an EPS growth rate over time for NVIDIA, again, north of 20%. If you're a believer that the top line for this company can continue to grow at a mid to high teens percentage pace. Are there other NVIDIA's out there? We actually wrote a piece back in late March about kind of the biggest winners of kind of the generative AI boom within the semiconductor industry. And those four names were one,
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