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Surveillance: Levitt on Fed's path forward
Bloomberg Surveillance
NVIDIA's Up Because They Unveiled New Products
I think it's a little hardened in terms of looking at it beyond 2023, simply because right now we have easier comps and we are just past this, you know, cloud digestion phase. So clearly the innovation is there and that's why everyone is so excited. I don't know if that will be the case given how much uncertainty we have. But one thing we know is there is this secular shift from CPUs to GPUs. And what they're selling is almost 200,000 for a box, a server box that used to cost 10,000. When you see a company kind of raising ASPs like this, that is very positive for the gross margin.
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