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Bloomberg Surveillance
The Nvidia Effect and Market Bullishness
May 23, 2024
Gene Munster, Amy Wu Silverman, and Wendy Schiller discuss Nvidia earnings, market bullishness, and the 2024 election. Topics include Nvidia's impact on AI development, financial bubbles, market dynamics, 'Biden Republicans', and voter demographics.
29:13
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Quick takeaways
- Nvidia utilized the Osborne Effect strategy effectively to boost sales and demonstrate strong customer communication.
- Nvidia's responsible corporate behavior, financial transparency, and product innovation solidify its position as a leading company in the AI chip market.
Deep dives
Nvidia's Strategy with Chip Sales
Nvidia strategically managed their product cycle, leveraging the Osborne Effect to maintain sales of their older chips by conditioning customers to buy them to access the upcoming Blackwell chip. This approach was successful, boosting sales ahead of the new product cycle and demonstrating astute customer communication from Nvidia in the past three months.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode