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Dallas-Cowboys

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Dallas-Cowboys

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Wednesday, 01/31/2024 3:56:12 AM

Wednesday, January 31, 2024 3:56:12 AM

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I read AMD’s earnings transcript and it really makes me feel even better about Nvidia. They did up their 2024 forecast for MI300 from 2 billion to 3.5 billion with the most coming from back half of the year. I think most analysts were expecting 4-8 billion increase in 2024. Lisa Su mentioned customers are wanting to know their future roadmap for AI GPUs. An analyst had a question about the competitions second half B100 offering she side stepped the question. Nvidia’s earnings should be interesting to say the least.
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