Reported 1 day ago
Nvidia reported better-than-expected revenue and earnings in its fiscal third quarter, but market reactions were muted compared to past explosive results. Analyst Ruben Roy emphasizes that Nvidia has transformed from a semiconductor company primarily selling GPUs into a comprehensive systems and solutions provider crucial for AI infrastructure, which relies heavily on integrating GPUs and networking. He believes this strategic move has created a complex and substantial competitive advantage that will take years for rivals to match.
Source: YAHOO