Exploring NVIDIA's revenue growth, data center sales, and market response, emphasizing the importance of generative AI for their success.
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.
(00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time.
Companies discussed: NVDA, AMD, INTC, SNOW
Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd
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