Schafer sees Nvidia’s Data Center (DC) segment, which comprises 87% of total revenue, growing 9% quarter-over-quarter (QoQ) and 97% year-over-year (YoY) in the third quarter, led by the H200 chip.

John Stoltzfus of Oppenheimer invoked Bill Gross’s famous “cleanest dirty shirt” comparison when explaining why: “The US stands out because of our accountability, our transparency, governance, and ...

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