NVIDIA Corp (NVDA)

[Dallas-Cowboys]

I don't know if anyone has read any articles from this Code conference that Kevin Scott CTO of Microsoft has been saying. For sure nothing of the rumors Microsoft is slowing down buying of H100's. He doesn't tip his hand too much he does say they are buying from Nvidia for the past years as is the best solution. We know they are working with AMD on a chip if not more than one he was elusive. He did say "For us, it's a big complicated software stack, but the only part the customer sees is the API interface," Well who has been developing their software stack for AI the past decade (or more). Its not AMD