Today we heard earnings from Nvidia,One of the most important company in the world. The state of the new Efficient and Sustainable industrial revolution is well intact. But we already knew that.
We heard last month from all of the tech giants that are working on the frontier of generative AI (Microsoft, Amazon, Tesla, Meta, Alphabet and Legendary Google).
If we look at the trend in the quarterly change in revenues (chart above), Nvidia seems to be on a rhythm of consistently adding $4 billion a quarter in new revenue.
That said, we already know demand is insatiable, so both the rapidly advancing technology in accelerated computing and supply constraints seem to have capped Nvidia's growth capacity (at least at this perdigery).
If this trend of $4 billion a quarter of additional revenue continues, Nvidia will be growing at a year-over-year rate of closer to just 50% by this time next year (no longer triple-digits).
The quarterly growth is no longer outpacing the share price growth.
This should curb and Sustain the enthusiasm for Nvidia shares (for the moment). But as Mr.Jensen Huang(C.E.O) said in the earnings call, the second wave of this technology revolution is just starting.
Nvidia Company has proven it capabilities, Perdigery and importance among the Tech-Novations ranks of Elites and Professionals for the Technological Revolution without undermining Quality.
This is about scaling generative AI -- delivering the capabilities to companies across all industries and governments. He says every job will have an AI assistant. It's still very early and Very Essential for More efficient ,Consistent and calculated Technology and innovations Advancement.
To learn more about the companies scaling generative AI to their existing tens of thousands, if not hundreds of thousands of enterprise customers, you can Subscribe and receive Notifications from xquisittrends.com
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