This chapter explores the mixed reactions at a watch party concerning Nvidia's latest earnings report, highlighting impressive revenue growth alongside a cautious forecast. It delves into Nvidia's strategic $50 billion stock buyback and its substantial cash reserves, indicating a strong belief in sustained AI-driven growth. The discussion also addresses the capabilities of Nvidia's new GPU, Blackwell, and potential implications of quantum computing on data security, all while considering the company's stock performance amidst industry challenges.
Why is the chip designer spending $50 billion on share buybacks?
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Highlights from Nvidia’s earnings.
- What future supercomputing systems could create.
- CrowdStrike’s first call since its outage.
Companies discussed: NVDA, CRWD, PANW, S
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Host: Ricky Mulvey
Guest: Tim Beyers
Engineer: Tim Sparks
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