Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
The Circuit
Navigating the Data Center Processor Landscape
This chapter explores the evolving data center processor market, emphasizing a leading company's market dominance amid production and technological challenges. It discusses the intricacies of gross margins for new products, highlighting factors like production yields and component costs, while reflecting on both concerns and optimism about future performance. Additionally, the chapter examines the competitive inference landscape, particularly NVIDIA's positioning and potential threats from customers developing their own solutions.
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