DD Support Board and Research Team

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"Nvidia stock explodes after 'Guidance For The Ages': What Wall Street is saying"

"We're seeing incredible orders to retool the world's data centers. And so I think you're seeing the beginning of, call it, a 10-year transition to basically recycle or reclaim the world's data centers and build it out as accelerated computing," Huang said. "You'll have a pretty dramatic shift in the spend of a data center from traditional computing and to accelerate computing with SmartNICs, smart switches, of course GPUs and the workload is going to be predominantly generative AI."

https://finance.yahoo.com/news/nvidia-stock-explodes-after-guidance-for-the-ages-what-wall-street-is-saying-120105455.html