Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.
(00:21) Tim Beyers and Deidre Woollard discuss:
- Nvidia’s strong quarter and the cyclicality of chip demand.
- Why Nvidia isn’t the only game in town for AI chips.
- How Snowflake’s data warehouse solutions might grow over time.
Companies discussed: NVDA, AMD, INTC, SNOW
Host: Deidre Woollard
Guest: Tim Beyers
Producer: Ricky Mulvey
Engineer: Dan Boyd
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