Exploring how GPUs drive NVIDIA's business, the chapter dives into their inventory process, sourcing of components, and supply chain management. Discussions include their role in assembling systems, fulfilling orders, and examining CEO concerns related to stock buybacks and employee issuances.
What does Nvidia’s blockbuster quarter signify for the future?
(00:21) Tim Beyers and Deidre Woollard discuss:
- What is fueling Nvidia’s growth?
- How far the demand for GPUs can stretch.
- What concerns Tim about Nvidia’s capital allocation.
Companies discussed: NVDA
Host: Deidre Woollard
Guest: Tim Beyers
Producers: Ricky Mulvey
Engineer: Dan Boyd
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