Replies to post #6818 on NVIDIA Corp (NVDA)

[Dallas-Cowboys]

I read the article it was very good the first article I’ve seen that calls out 2Q for B100. Awhile back Nvidia said in early 2024 they were going to add that memory to H200 chip, that will be a double whammy. Nvidia knows AMD and Intel are coming so they’re going to shut the door before it opens. Once you have market share it is very difficult to steal away.